may consult with a Wealth Conservancy International financial
planning professional, free of charge at any time during
normal business hours.
are treated with respect because our relationship is based upon mutual
respect and trust.
Moreover, each client account is:
Secure from fraud or misuse of account assets because:
Wealth Conservancy International is a "fee-only" wealth
manager; we earn no commissions or referral
fees and are compensated only for our expertise
in managing your assets.
We never sell any product or earn any sales
commissions. For this reason our interests and those
of the client always coincide.
We strive first and foremost to treat each
client fairly, we have an outstanding client retention
rate and have never been the subject of complaint
to any regulatory authority.
Our account custodian has an unsurpassed reputation
for maintaining security of client assets.
Wealth Conservancy International,
Inc., 7411 River Road, Fredericksburg, VA 22407
Tel: 540-548-3009 | Toll-free 1-800-515-1588 | E-mail: wciicpb@comcast.net
