A Certified Private Wealth Advisor (CPWA®) works with high-net-worth clients to address their higher-complexity needs. With greater wealth comes a greater need for a professional who can anticipate the curveballs and help you protect yourself and your family. A CPWA® works with you to create strategies for your estate, tax liabilities, business solutions, asset allocation, and much more. 

Emmanuel Lelekis holds this designation. 

Taking a comprehensive approach to meeting client's financial needs, a financial advisor with the CFP® certification has completed training on nearly 100 integrated financial topics, including:
  • General principles of financial strategies
  • Insurance planning and risk management
  • Employee benefits planning
  • Retirement and Estate planning

In addition to finishing coursework on financial topics, the candidate is required to have earned a bachelor’s degree (or higher) or its equivalent in any discipline from an accredited college or university.  

Emmanuel Lelekis and Sharon Ellis-Champagne hold this designation. 

A Retirement Income Certified Professional® Specialized in working with clients on retirement income planning. After completing the training program through the American College of Financial Professionals, these professionals work with retirees and near-retirees to help them plan how to potentially maximize their assets so they can be comfortable and covered in retirement. 

Emmanuel Lelekis holds this designation. 

A Chartered Retirement Planning Counselor(CRPC®) helps clients focus on the planning process before and after retirement. A CRPC® helps you create a retirement plan that is designed to meet your personal goals and is qualified to discuss anything from income taxes to cash flow to asset management and beyond. 

Chadd Eaton holds this designation.