The Certified Private Wealth Advisor (CPWA®) designation is a professional certification that offers the most advanced knowledge and techniques to address the sophisticated needs of high-net worth individuals, families, and business owners.  High-net-worth individuals have unique needs that require wealth managers with more than a basic financial planning background.  CPWAs understand the challenges of high-net-worth individuals and use their knowledge and training to help them monetize and protect their assets, reduce their tax burden, optimize growth, and transfer wealth.  They have advanced knowledge in portfolio management, family dynamics, asset protection, charitable giving, estate planning, and retirement planning.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is the standard of excellence for financial planning and serves as a crucial indicator of trust and competency when seeking professional financial advice. Choosing a financial advisor with a CFP® certification assures clients that the advisor has undergone rigorous experiential training, possesses comprehensive knowledge across major financial planning domains, and adheres to strict ethical standards. This designation instills confidence in clients that their advisor is equipped to take a holistic, personalized approach to their finances and can provide tailored, informed guidance to help them achieve their financial goals effectively.

The Certified Divorce Financial Analyst (CDFA®) professional is skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and their attorney in understanding how the decisions that the client makes today surrounding divorce and potential settlements will impact their financial future. CDFAs can help manage a client's expectations of their financial future by presenting different scenarios and talking through the client's budget and expenses.

The Chartered Financial Consultant (ChFC®) professional is prepared with the essentials of financial planning and has completed rigorous amounts of coursework to ensure that they are prepared for the complex financial situations faced by modern clients. ChFC® professionals complete coursework focusing on real-life scenarios and case studies that include a wide array of financial topics such as behavioral finance, non-traditional family structures, planning for families with special needs dependents, and small business planning.