You’ve worked with professionals before. The investment guy with the slick pitch. The tax preparer who shows up in April and disappears by May. The attorney who drafts your documents—but doesn’t consider how they’ll work with your portfolio or retirement timeline. Each one wears a different hat, handles a different piece, and files a different report.
But here’s the problem: when no one’s looking at the full picture, no one’s protecting your future.
At Alperin Law & Wealth, our team isn’t just here to give advice. We’re here to serve as comprehensive trusted advisors—guides who are legally bound to put your interests first, and who have the cross-disciplinary skills to back that promise up. This isn’t financial planning as usual. It’s fiduciary planning done right.
What Does It Mean to Be a Fiduciary?
It means no sales pitches. No backdoor commissions. No recommendations that benefit us more than you.
Fiduciary is a legal obligation—not a marketing term. It requires that every decision we make puts your needs ahead of our own. So, if we recommend a strategy, it’s because it aligns with your long-term goals—not because it pays us more.
Compare that to traditional financial firms, where “advisors” often double as product salespeople, earning commissions on what they push. Or legal offices that draft estate plans without considering your tax exposure. When you work with Alperin Law & Wealth, you’re choosing a team that’s legally and ethically committed to one thing only: your financial well-being.
The 5 Fiduciary Duties—and Why They Matter to You
Every fiduciary is held to five core standards. At Alperin Law & Wealth, we build our entire planning process around them.
1. Duty of Loyalty
Your best interest isn’t a suggestion—it’s the rule. This duty means we never put our compensation, convenience, or partnerships ahead of what’s right for you. No sales pitches. No commission-driven products. Just advice designed to protect your goals, not someone else's paycheck.
2. Duty of Care
Cookie-cutter plans don’t cut it here. We take the time to understand your full financial picture—your business, your family, and your retirement vision—before making any recommendation. And as life changes, so does your strategy. That’s care, not just planning.
3. Duty of Full Disclosure
You should never have to decode your financial plan. We spell out every fee, every risk, and every reason behind what we’re suggesting—no smoke, no mirrors. You stay informed, empowered, and always in control of your decisions.
4. Duty of Confidentiality
Your financial information is personal—and we treat it that way. From secure client portals to sensitive family conversations, your privacy is fiercely protected. Nothing gets shared without your say-so.
5. Duty to Act in Good Faith
We give honest advice—even when it’s not the easiest or most profitable path. This duty is our daily compass. It means we show up with integrity, lead with fairness, and keep your success at the center of everything we do.
A Commitment You Can Count On
Fiduciary responsibility isn’t just a footnote in the Alperin Law & Wealth philosophy. It’s the foundation of how we work. We apply it across every service—legal, tax, and wealth management—so you’re not just getting advice. You’re getting advocacy, accountability, and clarity. Schedule your discovery meeting today and experience what integrated, fiduciary-first planning really feels like.
We serve professionals throughout Hampton Roads—including Virginia Beach, Norfolk, Suffolk, Chesapeake, and Portsmouth—and into Northeastern North Carolina, including Moyock and the Outer Banks.
