What is a Certified Wealth Strategist®
A Certified Wealth Strategist® is committed to helping you create and execute a comprehensive wealth strategy. The premise of a Certified Wealth Strategiest® is to be the centering point for their client relationships. The CWS® practitioner breaks away from the competition by showing distinction in knowledge, ability, and connectivity to the consumer.
A Certified Wealth Strategist®:
- Understands the key wealth issues high net-worth clients face
- Has the competence to identify issues and assume the lead role in analysis with other professionals as needed
- Places these issues in the context of a wealth management strategy
- Acts as an advice partner, relying on a disciplined process to help achieve client goals
- Provides ideas, suggestions, and alternatives for addressing your specific issues
A Certified Wealth Strategist® strives to help clients with:
- Investment Planning Issues
- Risk Management & Insurance Planning Issues
- Banking & Credit Management Issues
- Retirement Planning Issues
- Executive Compensation Issues
- Business Succession Planning Issues
- Protection Strategies: Planning for Incapacity
- Protection Strategies: Titling & Beneficiary Designation
- Protection Strategies: Executor & Trustee Selection
- Education & Family Support Issues
- Charitable Giving Issues
- Distribution of Estate Issues
- Tax Planning Issues