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    Fiduciary Responsibility

    Did you know...Having a fiduciary responsibility holds our firm to the highest standard in the industry. 

    In plain language, “fiduciary” means we act in your best interest; every decision we make is for your benefit.

    Did you know that different advisors are held to different standards? Only advisors who have a Series 65 license have a legal, fiduciary responsibility to act in their client's best interests. Other advisors are held to the significantly lower standard known as the “suitability” standard, meaning that as long as they do what is deemed “suitable,” they are fully within their legal rights to act in their best interest and their company’s best interest before those of their clients.

    Roberts Wealth Management Investment Advisor Representatives (IAR's) are bound by the fiduciary standard, a fiduciary duty. This means we always provide advice and recommend investments that we view as being in your best interest.

    We are also required to provide upfront disclosures about: our qualifications, what services we provide, how we are compensated, possible conflicts of interest and whether we have any record of disciplinary actions against us.

    For more information on Roberts Wealth Management's fiduciary responsibilities, or to schedule a no-obligation consultation, contact us.

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    April RobertsWe help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
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    houston wealth management Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
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    Privacy Policy | Terms of Use

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC. AEWM and Roberts Wealth Management are not affiliated companies.

    Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of April Roberts or Roberts Wealth Management is stated or implied.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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