Client Bill of Rights

Client Bill of Rights


At Trace Partners Wealth Management, LLC we take pride in striving to provide our clients with superior service. We operate through a deep-rooted philosophy of meeting the individual needs of our clients. We make the following promises through our Client Bill of Rights.

It is our responsibility to communicate effectively and execute the most accurate plan to make sure your financial goals are working toward being met.

You have the right to work with a qualified Independent Financial Advisor focused on your journey and financial goals. Your valued advisor will stay current with technology trends and market insights. It is more than just a business relationship. It is a genuine personal relationship that takes your circumstances, values and goals into consideration always.

We provide recommendations based upon your defined needs, risk tolerance and goals.

Your privacy is guarded and preserved to the highest standards. Trace Partners will protect all information.

We strive to make all our communications with you clear and concise. If you have a question, it is our duty to answer it in an understandable way. We will make every effort to return phone calls by the end of the day. If the returned phone call requires more research it will be handled in a timely manner.

You have the right to receive best execution in all that we do. Portfolio transactions will be executed in a timely manner, at the best available price and with prompt third party confirmation. All interactions with our team will be timely, precise, and promptly completed.