Yes. Allworth is a fiduciary registered with the U.S. Securities and Exchange Commission. This means we are legally and ethically obligated to act in your best interest at all times. Our recommendations are guided by your goals and circumstances—not commissions, quotas, or product incentives.

Allworth delivers integrated, planning-first wealth guidance that brings together in-house expertise across investments, tax, estate, insurance, income, and risk within a single framework. Advanced modeling, scenario analysis, and a broad investment platform inform portfolio management and ongoing advice, ensuring strategies remain aligned as client circumstances and markets evolve.

This structure allows us to identify opportunities, manage tradeoffs, and optimize decisions across your full financial picture—not address issues in isolation.

We refer to this coordinated approach as The Allworth Advantage: complete planning, personalized strategies, and alignment across every aspect of your wealth.

Meetings can take place in person, by phone, or by video, depending on your preferences and schedule.

Allworth operates as a fee-based Registered Investment Advisor (RIA). Our compensation is based on a transparent percentage of assets under management (AUM). There are no hidden fees, and we do not pay commissions. This structure aligns our interests with yours and supports long-term, objective guidance.

Your first meeting is an exploratory conversation focused on understanding your priorities, financial structure, and long-term goals. There is no obligation to move forward, no pressure to make decisions, and no preparation required.

During this discussion, we’ll identify key areas of opportunity or concern and outline how our advisory approach could address them. The goal is to determine whether there is strong alignment and whether a more detailed proposal makes sense as the next step.

This ensures your time is spent clarifying direction, not reviewing paperwork or hearing a generic presentation.