As a Certified Wealth Practitioner, Dave is committed to helping you create and execute a comprehensive wealth strategy. The CWS® approach integrates a broad set of wealth management issues that are essential to grow, protect and distribute your wealth.
Though each issue may not be applicable to you, the comprehensive set of issues will allow Dave to work with you to uncover gaps which should be addressed, as well as to apply strategies to improve your financial situation.
As a trusted investment professional, Dave will comprehensively guide you through the critical wealth issues that pertain to your situation. Upon recovering these issues, she will provide you with a recommended solution or a recommendation to meet with other specialists, including your tax and/or legal advisors.
Certified Wealth Strategist® Goals:
HELPING CLIENTS TO:
13 WEALTH MANAGEMENTS issues to address: