Our Code of Ethics is at the heart of everything we do. It guides our actions and our work, and defines the values of Itera Wealth Management.
- Treat others as we wish to be treated ourselves.
- Tell the truth at all times, and keep the promises we make to our clients.
- Always provide nothing short of our very best effort.
- Respect and maintain the confidentiality of every client relationship.
- Put our clients' interests above all else.