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A Certified Wealth Strategist or CWS ® is a financial professional who has obtained a higher level of education and training in financial planning. They specialize in working with high-net-worth clients, generally those with one million or more in liquid asset dollars. The Certified Wealth Strategist’s expertise goes well beyond giving sound financial advice. They are highly skilled and trained to nurture client relationships with affluent clients.
Working with a Certified Wealth Strategist gives clients access to a person who has demonstrated skill in client interaction, business management, and technical know-how in order to earn the CWS ® designation. Mastering in these areas are critical in providing the kind of service a CWS ® provides to their clients.
With a CWS ®, you receive a truly holistic approach to wealth management. Taking into account the client’s entire financial life from start to projected finish, the CWS ® helps clients connect to their aspirations on a deeper level and provides a concrete way to achieve them. A CWS ® can coordinate with other kinds of financial professionals and serve as the point person for most of the client’s wealth matters.
Some financial professionals tend to be very transaction-oriented. The CWS ® is focused solely on the client’s total financial situation. Their success is measured in direct regards to the client’s goals, not on some market benchmark. A CWS ® addresses all financial aspects included in the 13 Wealth Management.
1. Investment Planning2. Insurance Planning & Risk Management3. Banking & Credit Management4. Retirement Planning5. Executive Compensation6. Business Succession Planning7. Planning for Incapacity8. Education & Family Support9. Charitable Giving10. Titling & Beneficiary Designations11. Executor / Trustee Selection Issues12. Distribution of Estate13. Tax Planning
The 13 Wealth Management Issues act like balancing scales. Once you do somethingto one side, it impacts or tips the other. It is vital that one individual have a thoroughunderstanding of the client’s overall financial picture and intentions.