Introduction
Hello, I'm Daniel Charles Waeghe, and it’s an honor to serve as your trusted fiduciary. My mission is simple: to always act in your best interests. With a commitment to integrity, transparency, and a client-first approach, I am dedicated to guiding you through every financial decision while keeping your goals and values at the forefront.
With over 16 years of experience as a licensed broker, I am registered and licensed in 4 Self-Regulatory Organizations, 53 US states territories and hold 3 FINRA licenses. My CRD#: 5499449 ensures that my qualifications are open to public verification...Ream More
Our mission is to help you;
- Grow your financial portfolio and increase your money supply.
- Maximize your benefits, creating more value through strategic planning.
- Reduce exposure to potential risks such as future taxation, inflation, market volatility, and long-term care costs.
- Establish lasting financial solutions that support your retirement and overall financial well-being.
At Daniel Charles Waeghe Fiduciary, your financial peace of mind is our top priority.
My Services
As a fiduciary and licensed broker with 16 years of experience, I offer a full range of services designed to help you secure your financial future. My services are personalized, transparent, and built around your specific financial goals. Below is an overview of the services I provide:
Financial Planning
Financial planning is about more than just managing your assets—it’s about creating a roadmap for your future. I work closely with you to understand your life goals, financial circumstances, and risk tolerance. know more
Investment Management
Managing your investments requires careful consideration of your goals, risk tolerance, and time horizon. I provide personalized investment management services, utilizing a diversified portfolio strategy that balances growth and security. know more
Estate Planning
Estate planning is an essential part of ensuring that your assets are passed down according to your wishes. I offer comprehensive estate planning services that include wills, trusts, and other key documents. know more
Trust Administration
Administering a trust can be complex, especially during times of loss or significant life changes. I offer expert trust administration services to ensure that your trust is managed efficiently and in line with your wishes. know more
Retirement Planning
Planning for retirement involves much more than just saving—it requires careful consideration of how your retirement income will be structured, how long it will last, and how to protect it from market volatility. know more
Risk Management & Insurance Planning
Managing risk is a crucial part of safeguarding your financial future. I offer insurance planning services to ensure you are adequately protected in the event of unexpected circumstances. know more
Portfolio Management
Effective portfolio management is vital to your long-term financial success. I offer comprehensive portfolio management services that are fully customized to your financial objectives, time horizon, and risk tolerance. know more
Why Choose My Services?
What sets my services apart is my unwavering commitment to your financial well-being. As your fiduciary, I am legally and ethically bound to act in your best interest at all times. My approach is built on trust, transparency, and long-term relationships. I am not incentivized to push specific products or services, which means you’ll always receive unbiased, objective advice tailored to your unique circumstances. With over 16 years of experience in the industry, I have developed a deep understanding of complex financial situations and a proven track record of delivering results for my clients. My qualifications, including being licensed and registered in all 57 states and holding 3 FINRA licenses (CRD#: 5499449), are fully transparent and available for public verification. I understand that financial decisions are deeply personal. That’s why I take the time to listen, understand, and collaborate with you every step of the way. Whether you’re planning for retirement, protecting your legacy, or managing investments, I am here to offer clear, actionable advice that aligns with your goals.
654
Working Hours
6,400
Completed Projects
2,389
No. of Clients
653
Team Member
Your Financial Toolkit
Helping you reach your financial goals
Trading & Investing
Invest the way you want to. Whether you are an active trader or investing in the future, we can help you reach your goals.
Retirement
Whether you want to manage retirement planning on your own or have us guide you, we’re here to help along the way.
Spending & Saving
Daniel C. Waeghe cash management products help you spend and save smarter so you can reach your goals.
Wealth Management
We'll partner with you on a customized plan designed to help grow and protect your wealth.
No Commitment
Our conversations come with no strings attached. When you’re ready to take the next step toward your goals, we’re ready to help.
Clear, Transparent Fees
The only fees you pay are based on the products or services you choose. We’ll make sure you have a clear understanding of those fees up front if any.
Comprehensive Planning
We’re here to collaborate with you on a personalized plan to help you pursue a range of financial goals. Let’s talk about how we can help you.
The Benefits of a Fiduciary Relationship
A fiduciary is a financial professional who is legally and ethically required to prioritize your financial interests above their own. This regulation ensures that every recommendation and strategy aligns with your best interests, fostering transparency, trust, and long-term financial success.
Fiduciary Commitment
When you enroll in Daniel Charles Waeghe Strategic Disciplines, I serve as your fiduciary advisor, committed to guiding you with integrity and objectivity. My role is to provide unbiased financial strategies tailored to your unique goals, ensuring your financial well-being remains the top priority.
Trust & Transparency
By working with a fiduciary, you gain confidence knowing that your investments, financial planning, and overall strategy are managed with your best interests at heart.
Work Experiance
Fiduciary & Licensed Broker
As a fiduciary and licensed broker with over 16 years of experience, I have built a reputation for delivering comprehensive, transparent, and tailored financial solutions to individuals and families. I specialize in a wide range of financial services, including investment management, retirement planning, estate planning, and risk management. My approach is rooted in trust, client education, and long-term relationship building, ensuring that my clients' financial goals are met with the highest level of integrity and professionalism.
- Develop personalized financial plans that align with clients’ life goals, including retirement, education funding, and major life events.
- Provide strategic investment management services, optimizing client portfolios for long-term growth while minimizing risk.
- Offer comprehensive estate planning services, including the creation of wills, trusts, and powers of attorney to protect clients’ legacies.
- Advise clients on insurance needs, including life, disability, health, and long-term care coverage, helping them mitigate financial risks.
- Lead retirement planning strategies, optimizing 401(k), IRA, and pension plans to ensure financial stability for retirement.
- Maintain compliance with all regulatory requirements, ensuring full transparency and protection for clients' investments.
Financial Advisor - FIDELITY BROKERAGE SERVICES LLC (CRD# 7784)
In my role as a financial advisor at FIDELITY BROKERAGE SERVICES LLC (CRD# 7784), I provided expert financial advice to a diverse client base, helping them navigate complex financial situations and make informed decisions. My focus was on building long-term relationships with clients, helping them understand their financial options, and making sound, ethical recommendations.
- Managed a portfolio of over 3217 clients, helping them achieve financial security through strategic planning and investment advice.
- Conducted detailed financial analysis to identify clients’ needs and provided tailored solutions that aligned with their long-term goals.
- Organized client reviews to track progress, discuss changes in goals, and adjust financial plans as needed.
- Built strong relationships with clients through transparent communication and personalized service.
- Collaborated with tax professionals and estate planners to deliver integrated financial solutions.
Investment Analyst - MORGAN STANLEY (CRD# 149777)
As an investment analyst at [Company Name], I supported senior advisors in creating investment strategies for high-net-worth individuals. My role involved detailed market research, portfolio analysis, and identifying opportunities to maximize returns while minimizing risk for clients.
- Conducted in-depth research on market trends, equities, bonds, and alternative investment options to identify optimal investment opportunities.
- Assisted in the creation and management of client portfolios, ensuring alignment with financial objectives and risk tolerance.
- Provided analytical support during quarterly investment reviews, presenting performance results and recommendations for portfolio adjustments.
- Analyzed economic conditions and their potential impact on clients' investments, delivering clear, actionable insights.
Financial Planning Assistant - MORGAN STANLEY (CRD# 149777)
In this entry-level role, I worked closely with senior financial planners to assist in the preparation of financial plans, research, and client meetings. This experience provided me with a strong foundation in financial planning and client relations.
- Assisted in preparing detailed financial plans, including budgeting, retirement planning, and investment strategies.
- Managed administrative tasks such as scheduling meetings, preparing reports, and maintaining client files.
- Conducted research on financial products and strategies to support advisors in making well-informed decisions.
- Attended client meetings to assist with the presentation of financial plans and provide on-the-spot support during discussions.
Key Achievements
- Successfully grew my client base by 450% through referrals and providing exceptional financial planning services.
- Managed over $893 million in assets under management (AUM), consistently delivering returns that outperformed market benchmarks.
- Helped clients achieve their retirement goals by optimizing their portfolios and using tax-efficient withdrawal strategies.
- Played a key role in helping clients minimize estate taxes through strategic planning and the creation of trust structures.
- Regularly invited to speak at industry conferences and webinars to share expertise on fiduciary responsibilities and investment strategies.
Market Data
Grab an overview of global markets performance, including change values, Open, High, Low, and Close values for selected financial instruments.
Client Testimonials
Hear what clients say about working with Daniel Charles Waeghe.
"A True Fiduciary Who Puts Clients First"
Daniel has been an incredible asset to my financial planning journey. His transparency and depth of knowledge give me confidence that my investments are in the right hands.
"Expert Guidance for Long-Term Wealth"
Daniel helped me restructure my portfolio for long-term growth while minimizing tax liabilities. His expertise has been invaluable.
"Reliable, Professional, and Results-Driven"
His strategic approach to risk and passive income has significantly improved my outlook. He truly listens and delivers.
"Best Decision I Made for My Financial Future"
Daniel created a custom plan that aligns perfectly with my goals. His integrity makes him stand out in this industry.
"Exceptional Service and Financial Expertise"
Daniel introduced me to tax-efficient investing strategies that maximized my retirement savings. Highly recommended!
I will never contact you requesting money or offering fiduciary services. All communications from me will only come through the contact details you originally provided. Be cautious—any email or phone number not listed on this website is not associated with me or my team.
Frequently Asked Questions
Clear answers to your top financial questions
Get In Tuch
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.
Call Us On
+985 123 7856
Email Us At
exmaple@gmail.com
Visit Office
202, Grasselli Street , Conway.
Conclusion
My Commitment to Excellence
My wife and two sons are my greatest motivation, inspiring me to give my very best to my clients every day. They are my foundation, and it is because of them that I strive for excellence—not only to achieve financial success but also to uphold the values of integrity, dedication, and responsibility.
By working tirelessly, I ensure my family never feels guilt or disappointment, and I take the same approach with my clients—providing them with the highest level of service, trust, and commitment. My goal is to create financial security and success for those I serve, just as I work to create the same for my own family.
This dedication drives me to go above and beyond, ensuring that every decision and strategy is built on the principles of trust, excellence, and long-term prosperity.
