Managers usually commit wealth management mistakes in an initiative to operate their businesses ahead. Hence, having an advisor is vital—specifically, a Certified Private Wealth Advisor (CPWA). Here’s why you should hire one: More information Brian Gaister, CPWA®
As an aspiring company head, you consistently find yourself in cases where you must be agile in making major decisions. Effective advisors can lend you additional credence as you seek realistic judgments.
A CPWA provides specialized knowledge.
Nowadays, consultants and mentors are being challenged to provide more valued expertise to their business owner clients. CPWAs are especially knowledgeable in handling the wealth management of high-net worth clients, so they are more equipped with deeper and more specific tools to manage high-net worth wealth life cycles.
CPWAs are incredibly credible.
Wise business owners know that a simple background knowledge of financial planning won’t help in addressing complex financial issues. They know that they will need help from people who earned certifications and went to training in wealth management.
A mentor who is also a Certified Private Wealth Advisor (CPWA) means they possess a wide range of knowledge and experience gained from years of education and practice. It also means that they are dedicated to their calling, which is to help clients in their problems.
For example, Brian Gaister, CPWA®, and a CIMA-certified mentor, has a background that features being a finance director for Morgan and Stanley and being a head for managing the budget for Merril Lynch.
He is also the co-creator and president of Pennington Partners & Co, a consolidated department that renders trustworthy guidance to well-off households who manage private enterprises and personal investments. He is at the same time currently integrated with SaaS Ventures, being a co-founder and associate.
A CPWA can provide differentiation.
In today’s crowded marketplace of professionals who have “credentials”, it’s not easy to look for an advisor who has a well-earned certification. However, if you find one who’s also a CPWA, it will really make a difference in your business. If you’re going to hire a CPWA, look for those advisors who are committed to serving the interests of your business.
A quick example is the Brian Gaister Pennington Partners firm. With the partnerships and links Brian Gaister, CPWA®, has acquired over the years as a financial investment manager and mentor for international companies and wealthy families, Brian R. Gaister can assist you to gain profitable private investment offers. Brian Gaister, CPWA®, has worked in the investment sector for years.
Before, Mr. Gaister co-founded a group at a national wirehouse firm, where he acquired a substantial understanding of what clients are looking for when choosing which companies to fund.
CPWAs are here to give you a practical pep talk.
A team of CPWAs can give you an overview and detailed information of the complex financial issues of your business. With this, you can gain the self-esteem provided by the support system of a wealth management team.
Rick Schultz, CIMA®, CPWA®, CEP, AIF, Senior Vice President – Investments, UBS Financial Services, also points out that the CPWA program is a complement to a CIMA certification.
With a mentor who’s a Certified Private Wealth Advisor (CPWA), you can gain confidence because you’re in good hands who have learned the techniques and strategies of handling wealth management.