Lotus Fiduciary

Lotus Fiduciary Group is a daily money management and fiduciary services company dedicated to helping individuals manage their day to day financial affairs. Our clients typically come to us because they have experienced difficulties in being able to effectively manage their financial affairs. We provide money management services to many types of individuals including: • Persons with disabilities • Busy professionals and small business owners • Seniors • Frequent travelers • Those who have been recently divorced or widowed • Families who don’t have the time or expertise to manage their loved ones’ finances • Professional athletes & entertainers Our Mission Statement: Our mission is to provide high quality money management services with integrity, professionalism and respect for our clients. We are dedicated to being good stewards of our client’s money and ensuring their financial affairs are handled with the utmost care.