NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
In 1967 Dean Witter, wrote a memo to the firm Dean Witter, he and Ron’s grandfather founded in 1924. It read, “The most valuable asset of an investment firm is its good name.
Let us do everything we can to protect it and let us not allow profit to distort our judgement. We have a sacred trust to protect our clients.
In the long run those firms which survive and prosper are those who maintain conservative policies and put their client’s interests first.”
Over one hundred years later, Ron still maintains his family’s principles at Witter Wealth Management. We continue to maintain conservative policies and putting our clients interests first.