Victoria Marie

Private Fiduciary

MBA, CFP®, CPA, REALTOR®

Providing services as a professional fiduciary is as much a calling as it is a career. Their responsibility is unique, essential, and, often noble in nature. A fiduciary’s role is not merely that of business manager, decision-maker, or even guardian. It is also a nurturing bond of trust, concern, and attentive care-giving. A fiduciary seeks to support mental and emotional well-being; reduce the stress of changing circumstances or unexpected events; and, most importantly, help each client and their families, enjoy a fulfilling life.

A private fiduciary is a professional who is often an attorney or CPA. They are privately hired by an individual or their family to serve in a fiduciary capacity and can be an executor, trustee, or agent under a power of attorney.

Ceo@victoriamariemanagement.com