When choosing a financial advisor to help you meet your wealth management goals, consider the benefits of working with someone that has a Certified Private Wealth Advisor®
) designation. This well-regarded designation is awarded by the Investment Management Consultants Association®
to professionals that have successfully completed the experience, education, examination, and ethics requirements of the certification program.
The CPWA certification program is an advanced credential created specifically for wealth managers who work with high-net-worth clients, focusing on the life cycle of wealth: accumulation, preseveration and protection, and distribution. These professionals learn to identify and analyze challenges facing high-net-worth clients and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Patricia Baum and Margaret Jackson are both Certified Private Wealth Advisors®
As a CPWA®
, both Patti and Margie strictly adhere to principles as set below in the IMCA Code of Professional Responsibility