Clientfirst Wealth Management, LLC

Rocklin Senavinin is a CFP® professional with 25 years of industry experience. He has worked at Fiduciary Wealth Management, LLC since 2016 and previously spent 11 years at Charles Schwab Bank. He serves as a board member of the Mount St. Mary Foundation, assisting with finance-related matters. Fiduciary Wealth Management, LLC advises individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small businesses, typically requiring a $1,000,000 minimum for wealth management relationships. The firm develops individualized investment policies and employs diversified asset allocation using mutual funds, ETFs, and, when appropriate, margin or options, combining fundamental and technical analysis with regular account reviews.

Edward Mahaffy is a CFP® and ChFC® with 24 years of industry experience. He is the sole advisor at Fiduciary Wealth Management, LLC in Little Rock, AR, and has been affiliated with ClientFirst Wealth Management since 2007. Outside of his advisory work, he owns a book publishing and distribution company, EPM Press LLC. Fiduciary Wealth Management, LLC serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small businesses, typically requiring a $1,000,000 minimum. The firm provides discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting, using individualized investment policies and diversified asset allocation across mutual funds, ETFs, and occasionally margin or options.