Gwblake & Company
In 1995, our founder , G.W. O'Flanagan left Dean Witter Reynolds to start a new client-focused firm. G.W. O'Flanagan recognized that the “fiduciary standard,” requiring that the best interest of the client be the legal obligation of the advisor, was the most ethical and responsible approach to meeting client needs. The “suitability standard” still employed at brokerage firms that calls for investment recommendations to be “appropriate” though not necessarily cost effective wasn't consistent with the highest levels of client care.
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