Polley Wealth Management Launches Game-Changing Fiduciary Retainer Model

Orlando, Florida--(Newsfile Corp. - March 28, 2022) - Polley Wealth Management recently announced its use of a disruptive fiduciary retainer model that allows for clients to keep their assets within their portfolios. Founder Sean Polley personally created the model to create a true fiduciary relationship with their clients so the advisor has no conflicts of interest on managing the client's assets. This allows for clients to have the option to manually make portfolio changes under guidance or...

2022-03-28 10:02 AM EDT