Professional Credentials of Our Team Members
Certified Private Wealth Advisor® (CPWA®)
This elite credential signifies advanced expertise in managing the complexities of significant wealth. CPWA® professionals are skilled in holistic strategies—minimizing taxes, protecting and growing assets, maximizing growth potential, and transferring wealth efficiently, all in accordance with the highest industry standards.
Certified Financial Planner™ (CFP®)
CFP® professionals undergo rigorous educational training and comprehensive examinations, administered by the Certified Financial Planner Board of Standards. They offer truly comprehensive financial advice, addressing all aspects of your financial life, including investments, insurance, tax, estate, and retirement planning.
Accredited Investment Fiduciary® (AIF®)
AIF® designees are trained and certified in fiduciary responsibility, ensuring that investment decisions are always made in the best interests of clients, in compliance with legal standards and prudent management practices.
Enrolled Agent (EA)
An EA is a federally-authorized tax practitioner empowered by the U.S. Department of the Treasury. EAs have demonstrated expertise in all areas of taxation, are unrestricted in their ability to represent taxpayers before the IRS, and are required to adhere to strict ethical standards and complete ongoing continuing education. This credential is specifically focused on complex tax planning, compliance, and representation.
Chartered Retirement Plans Specialist® (CRPS®)
CRPS® professionals are specialists in the design, installation, and administration of retirement plans for businesses. They provide guidance to business owners and plan sponsors, helping to select retirement plan options, monitor performance, and fulfill fiduciary responsibilities.
Chartered Retirement Planning Counselor® (CRPC®)
A CRPC® helps clients navigate the full spectrum of retirement planning, from maximizing income streams to efficient asset allocation, cashflow management, and comprehensive estate planning.
Accredited Wealth Management Advisor® (AWMA®)
AWMA® professionals have deep training in behavioral finance, small business owner needs, succession and exit planning. This designation requires both rigorous education and an ongoing commitment to a code of ethics and continuing education.
Chartered Financial Analyst® (CFA®)
The CFA® designation is the gold standard in investment analysis and portfolio management. CFA® charterholders must pass three intensive exams, have relevant work experience, and demonstrate mastery of ethical and professional standards.
Investment Adviser Certified Compliance Professional® (IACCP®)
IACCP® holders are compliance leaders equipped with advanced knowledge of SEC regulations governing investment advisers. They are dedicated to maintaining a culture of compliance, protecting both clients and the firm within an ever-evolving regulatory environment.