Our Qualifications
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward your financial future. We believe in the integrity of our decisions.
We’re looking forward to using our experience to help you pursue your financial goals.
Certified Private Wealth Advisor® Designation
The CPWA® certification is designed for experienced financial advisors who seek the advanced knowledge and breadth of specialized skills necessary to address the sophisticated needs of high-net-worth clients. To earn the certification, candidates must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass the Investments & Wealth Institute’s examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA® professionals must meet ongoing continuing education requirements.
Certified Investment Management Analyst® Designation
The CIMA® designation from the Investment Management Consulting Association identifies those individuals who have successfully completed coursework surrounding complex portfolio construction, investment analysis, and wealth management and have passed a qualification exam and certification exam covering a wide range of in-depth investment topics. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements.