Certified Wealth Strategist

The creation of the Certified Wealth Strategist® designation is in response to a need in the industry for a practical, application-based certification program in wealth management. The CWS® designation is immediately applicable to advisors, managers, and leaders serving the affluent and high-net-worth client.

The CWS certification covers 13 wealth management issues that we feel are important for our clients to address.

13 Wealth Management Issues
1. Investment Issues
2. Insurance Issues
3. Liabilities Issues
4. Qualified Retirement Plans/IRA’s
5. Stock Options
6. Business Succession Planning
7. Durable Power of Attorney Issues
8. Gifting to Children/Descendant Issues
9. Charitable Gifting During Life
10. Titling of Assets
11. Executor/Trustee Issues
12. Distribution of Wealth at Death
13. Charitable Inclinations at Death