The Fiduciary standard is at the core of our business and investment management services.  This type of relationship is the highest standard of client care attainable in the financial services industry.  As fiduciary advisors, we are legally and ethically bound to eliminate or completely disclose all conflicts of interests.  This means our goals will be aligned with yours.

All investment decisions are guided by your written and agreed upon investment policy statement.  We diversify your portfolio to reflect your specific risk and return objectives.

We will regularly monitor all investments, expenses, service providers, and operational procedures.

Throughout our tenure of over 30 years in the business, it has always been surprising how many companies and advisors focus on the what brings them the largest paycheck.  Unlike many of these advisors, Caron Wealth Management is proud and confident to adhere to the fiduciary standard.  As a result, you can count of us to always put your interests.

We provide unbiased advice and pride ourselves in being transparent in all we do. 

We are committed to continuously advance our knowledge and to be current on what is happening in the financial industry.