Phoenixville, PA: Frederick E. Hubler, Jr., President of Creative Capital Wealth Management Group, is now has earned his Certified Wealth Strategist® designation. He is one of only twenty-six advisors in Pennsylvania to hold this distinction. Cannon Financial Institute, the developer of the CWS designation, describes the designation like this:
Every CWS®:
- Understands and uncovers the key wealth issues high net-worth clients face
- Understands their clients’ situation, future, feelings, and family dynamics – the big picture of where they need to be – and helps to reconcile any gaps
- Places these issues in the context of a wealth management strategy
- Forms reasonable and logical opinions for addressing each set of issues and for bringing in appropriate resources
- Acts as an emotional counselor, relying on a disciplined process to achieve client goals
- Has the knowledge and skill sets needed to work with more complex client issues and better serve the high-net worth market Is well versed in the finite number of key issues that must be addressed with all affluent and high-net worth clients
- Has the competence to identify issues and assume the lead role in analysis with other experts as needed
- Provides ideas, suggestions, and alternatives for addressing your specific issues
- Is your “Trusted Advisor”
A Certified Wealth Strategist® strives to help clients:
- Create and grow wealth
- Protect and preserve their wealth
- Plan for the distribution of their wealth during life in the most tax-advantaged way
- Plan for the distribution of their wealth at death in the most tax-advantaged way
You can visit http://www.certifiedwealthstrategist.com to learn more about this designation.
About Creative Capital Wealth Management Group
Creative Capital Wealth Management Group is committed to educating and advising clients who are overwhelmed and confused about their financial future. The CCWMG goal is to provide a meaningful, positive, financial impact so our clients can live a life of significance. .As a comprehensive, fee-based wealth management firm, our customized programs are designed to translate the information into understandable, financial goals, while delivering a high level of personalized service and experience. Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through First Allied Advisory Services, Inc., a Registered Investment Advisor.
