Certified Private Wealth Advisor®
Selecting the right wealth manager can be a challenge.
In today's complex financial world, you deserve to work with a wealth professional who holds the Certified Private Wealth Advisor® certification.
The CPWA® professional is armed with the knowledge and skills necessary to guide sophisticated, high-net-worth clients through the life cycle of wealth: accumulation, preservation, and distributions.
High-net-worth individuals have unique needs that can't be properly addressed by an advisor with a basic financial planning background. The Certified Private Wealth Advisor® (CPWA®) certification program is an advanced credential created specifically for wealth managers who work with these clients. Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.To learn more click here