"Based on my experience writing about wealth management and working as a Managing Director at a leading advisory firm, I know the industry well," said Vonnegut. "The most important thing I considered when joining a firm was the commitment to putting client interests first and acting as a true fiduciary. Fiduciary Wealth Partners' commitment to these values and to transparency impressed me, and I am proud to join them as a Partner."
Vonnegut will focus on helping FWP share its message more broadly and educating investors on the advantages of keeping investing simple and on the importance of disclosure of conflicts and transparency.
"With his years of experience commenting on the industry and watching the industry trends affecting the future direction of wealth management, we are thrilled that Norb decided to partner with Fiduciary Wealth Partners," said Preston McSwain, a founding partner of FWP. "He shares our fiduciary values and commitment and focus on our providing investors the approach and values behind our trademark, Transparency, Simplicity, Peace of Mind ®."
In addition to his experience as a financial adviser and columnist, Mr. Vonnegut is also a published author and recently completed his first non-fiction work, a defensive handbook for investors, which probes issues of trust, transparency, and indexing relative to active money management. He has appeared on Bloomberg, MSNBC, and given a TEDx talk about how to avoid financial predators.
Norb is a graduate of Harvard College and Harvard Business School and has spent considerable time serving on non-profit investment committees.
About Fiduciary Wealth Partners
Fiduciary Wealth Partners is an SEC-registered investment adviser, founded in 2011 by Preston McSwain as SJM Fiduciary Advisers. The firm changed its name to FWP in 2013 when James Cornell joined as a Co-Managing Partner. FWP offers independent financial advice to families, family offices, and HNW individuals.
It is a leading proponent of fiduciary values, transparency and investors' rights, and recently became one the nation's first firms to embrace the "Best Practices: Professional Conduct Standards" developed by The Institute for the Fiduciary Standard. They have published articles on the importance of investor transparency for Trust & Estates magazine, Institutional Investor and the CFA Institute, and remain active in the fiduciary debate on social media and through speaking engagements.
For further information, please call 617-602-1900 or visit the firm's website at www.fwp.partners.
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SOURCE Fiduciary Wealth Partners