A Certified Wealth Strategist is committed to helping clients create and execute a comprehensive financial strategy. NEXT Financial Group’s approach integrates a broad set of wealth management issues that are essential to grow, protect, and distribute wealth to your clients, when appropriate. 4WARD, a NEXT Financial Group partner, assists you in obtaining your CWS designation, and even assists with a portion of the cost.
The designation will give you the power to do a variety of things. With the CWS designations you are able to assist in every phase of your client’s wealth management for example creation, maturation, and preservation. It will also give you the ability to plan for the allocation of their wealth, during life and at death, in the most tax-advantaged way.
With NEXT Financial Group and the CWS designation you will also have the ability to address the finite, complex issues surrounding your high-net worth client and assume the lead analytical role in assessing key issues by possessing the competency to recognize them. NEXT Financial Group knows that trust is important. This designation will also allow you to become the one trusted advisor to the affluent since you have mastered the top 13 wealth management issues that affect high net worth clients.
