Your Wealth Management Team
The dynamic wealth planning process we follow helps ensure you will work with many, if not all, team members, at some point during our collaboration.
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Frequently Asked Questions
You'll typically have a lead advisor as your primary point of contact, though the team's collaborative model means planners, client associates and other specialists stay involved depending on what your situation requires.
Each credential reflects a different specialty: Certified Financial Planner® centers on comprehensive financial strategies, Certified Private Wealth Advisor® on advanced tax and wealth strategies for high-net-worth clients, Chartered Financial Analyst® on investment analysis and portfolio management, AAMS® on asset management fundamentals, Accredited Asset Management Specialist® on identifying investment opportunities and Sports & Entertainment-Accredited Wealth Management Advisor® on planning for clients with sudden or uneven wealth events.
Not necessarily. Our dynamic planning process means you'll work with multiple team members throughout your relationship, giving you access to our full range of resources rather than a single point of contact.