Certified Wealth Strategist

A Wealth Strategist:

Understands and uncovers the key wealth issues high net-worth clients face
Understands their clients’ situation, future, feelings, and family dynamics—the big picture of where they need to be—and helps to reconcile any gaps
Places these issues in the context of a wealth management strategy
Forms reasonable and logical opinions for addressing each set of issues and for bringing in appropriate resources
Acts as an emotional counselor, relying on a disciplined process to achieve client goals

Has the knowledge and skill sets needed to work with more complex client issues and better serve the high-net worth market
Is well versed in the finite number of key issues that must be addressed with all affluent and high-net worth clients
Has the competence to identify issues and assume the lead role in analysis with other experts as needed
Provides ideas, suggestions, and alternatives for addressing your specific issues
Is your “Trusted Advisor”

Create and grow wealth
Protect and preserve their wealth
Plan for the distribution of their wealth during life in the most tax-advantaged way
Plan for the distribution of their wealth at death in the most tax-advantaged way