How We're Different
“We have a diverse clientele who come from all over the world. A large number of LGBTQ singles and couples, racial, and ethnic minorities and various religious backgrounds. Unfortunately, the financial industry can be viewed as very white, conservative and unwelcoming to many. We believe in the inherent worth and dignity of every human being and everyone can feel welcomed and accepted in our office.”
Fiduciary Duty and Responsibility
David Treece is an Accredited Investment Fiduciary, which means he has a duty to always put a client’s interest first. Treece Financial Group follows a fiduciary process that includes a duty of utmost care, a duty of integrity, a duty of honesty and full disclosure, a duty of loyalty, and a duty of good faith. This is different from many people in the financial services industry who are really little more than salespeople. We don’t believe there is any reason for you to work with any investment advisor who doesn’t have a fiduciary responsibility to you.
Holistic, Comprehensive, and Advocacy-Oriented
Our distinguishing characteristic is ADVOCACY, and we have the success stories to demonstrate it. We have helped clients fight fraud, win insurance claims, protect assets, and even procured a court-appointed guardian for one elderly client who was sending money to criminals. Please see the tab “Service Achievements” for a summary of specific cases of how we have helped our clients. Some of these success stories have been featured on the news on NBC in Miami, and PBS’s Nightly Business Report nationally, and in other media. Please see the section “In the News” under the “Resource Tab.”
As part of our holistic practice, we have developed a high-level of expertise and capability in dealing with elder care issues such as working with experts in identifying assisted living facilities, assisting with the physical move to a facility, retro-fitting housing to stay at home, planning for death, and dealing with dementia and other health-related issues. We work closely with spouses and family members taking into account aging and security concerns. For individuals who may be alone, our client experience is designed to not only be a lifelong relationship, but to build a sense of community to those who might otherwise be alone or isolated.
We specialize in assisting family members after the death of a loved one that often includes significant asset transfer and complicated work with trusts and attorneys.