Broker Check

Certified Private Wealth AdvisorĀ®

The CPWA® professional is armed with the knowledge and skills necessary to guide sophisticated clients through the life cycle of wealth: accumulation, preservation, and distribution.

The CPWA certification program teaches advisors how to identify and analyze the challenges you face and develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth, according to your goals and objectives.

CPWA professionals are experienced, ethical, educated, objective, and trustworthy.

Sophisticated investors recognize that the financial world's increasing complexities call for objectivity, experience, and expert evaluation. Investment Management Consultants Association (IMCA) grants the CPWA credential to advanced wealth managers and advisors who successfully complete the experience, education, examination, and ethics requirements of the certification program.

When you work with an advisor who has earned the CPWA verification, you've chosen someone who can help you manage you sophisticated estate, tax, and investment issues. When you choose a CPWA professional, you're working with someone who has invested in their own education and who adheres to an ethics code that requires that they serve you financial goals.


For more information, visit the link below:

http://investmentsandwealth.org/home