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


Why Choose a Certified Wealth Strategist®?A Certified Wealth Strategist®:

  • 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”


A Certified Wealth Strategist® strives to help clients:

  • 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


Certified Wealth Strategist® Professional

A Certified Wealth Strategist® is committed to helping you create and execute a comprehensive wealth strategy. An approach that integrates a broad set of wealth management issues that are essential to grow, protect, and distribute your wealth. Though each of the 13 Wealth Management Issues may not be applicable to you, the comprehensive set of issues will allow your financial services professional to work with you to uncover gaps which should be addressed and to apply strategies to improve your financial situation.


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