YOUR EXPERT TEAM
Your wealth management team is comprised of a dedicated team of expert advisors that collaborate directly with you. There is no middleman merely passing along information. Your team of advisors has the credentials of CFP®, CFA®, AWMA®, AIF®, CBEC® and MBA, all with years of experience working with high net worth individuals and families.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.