Founded in 2013, Choice Wealth Management is an independent, SEC-registered investment advisory firm. The company operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. Their mission is to provide holistic and comprehensive financial guidance through services that include financial planning, investment management, retirement planning, and estate planning. They emphasize a client-centric approach built on their core values of Collaboration, Humility, Ownership, Integrity, Connection, and Excellence (CHOICE).