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:

1. Investment Planning Issues
2. Risk Management & Insurance Planning Issues
3. Banking & Credit Management Issues
4. Retirement Planning Issues
5. Executive Compensation Issues
6. Business Succession Planning Issues
7. Protection Strategies: Planning for Incapacity
8. Protection Strategies: Titling & Beneficiary Designation
9. Protection Strategies: Executor & Trustee Selection
10. Education & Family Support Issues
11. Charitable Giving Issues
12. Distribution of Estate Issues
13. Tax Planning Issues