OUR PHILOSOPHY

When entrusted to assume the responsibility of acting on behalf of another person(s), Hamilton Fiduciary Services places the client’s interests at the forefront, preserving good faith & trust. Fiduciary services offered include the promotion of the individual’s overall well-being, financial responsibilities, & asset management. To ensure comprehensive client care, Hamilton Fiduciary Services collaborates with a team of licensed professionals including legal practitioners, accountants, insurance companies, bankers, & other essential stakeholders. Ethical practices are the cornerstone of any and all services provided by Hamilton Fiduciary Services.

All services provided are in full adherence with the Professional Fiduciary Association of California™ Code of Conduct. As a California Licensed Professional Fiduciary, Hamilton Fiduciary Services provides its clients with the ethical, professional, and personal

assistance they deserve. All services are in full adherence with the Professional Fiduciary Association of California™ Code of Conduct.

Hamilton Fiduciary Services is licensed by the Professional Fiduciaries Bureau under the California Department of Consumer Affairs.