Bob and Nate at wealth management university

Bob and Nathaniel attended Wealth Management University on the University Of Texas Campus for a week in October. Bob started the CWS-Certified Wealth Strategist program last year and has been going through all the classes during 2016. He has now completed all the study materials and only has to write and submit a 45 page Capstone Project to complete his certification. Nathaniel attended the introductory classes for the certification. The training focuses on educating financial advisors in order to provide holistic wealth management advice that encompasses their clients’ total financial pictures. All the pieces of our wealth management puzzle are addressed and more!

Wealth Management Puzzle

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