Who/What is Conviction?
Conviction Wealth Management LLC. is a boutique fee-only Registered Investment Advisor founded in 2024 that is based out of Scotch Plains, New Jersey.
Conviction Wealth Management LLC. was formed for the reason it’s name suggests. We want you, our current and prospective clients, to have a firm belief in the path you are taking when it comes to the realm that is your personal finances.
Optimize your financial future today by scheduling a consultation with our Investment Advisor Representative, Brian Heath. Brian has been in the Financial Services industry since 2018 in a multitude of rolls with a few different firms. For further information on Brian’s professional in-industry experience and credentials, please visit his Investment Advisor Disclosure page linked here.
FAQs
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A "Registered Investment Advisor" (RIA) is a financial professional or firm that provides investment advice to clients and manages their portfolios.
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An "investment advisor representative" is an individual who works for a registered investment advisory firm and provides investment advice to clients on behalf of that firm, essentially acting as a licensed representative under the firm's registration to offer investment guidance;
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Fiduciary duty is a legal and ethical obligation to act in the best interests of another person or entity. Fiduciaries must prioritize the interests of their clients, also known as beneficiaries or principals.
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A fee-only financial advisor is a financial expert who is paid directly by their clients for services, rather than receiving commissions.
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