170 South Green Valley Parkway,
Professionals with experience, dedication, and the industry’s most respected certifications
Our advisors hold some of the industry’s most distinguished certifications in order to provide the highest level of professional services based on industry standards and regulations. These include:
As a Registered Investment Advisory firm, Wealth Advisors has a fiduciary duty to their clients, which means we have a fundamental obligation to provide objective wealth management and investment advice and always act in our clients’ best interests. RIAs are required to register either with the Securities and Exchange Commission (SEC) or state securities administrators to ensure fiduciary duty.
With a CERTIFIED FINANCIAL PLANNER™ certification, Wealth Advisors provides the highest standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests to prepare them for a more secure tomorrow. The CFP® classwork includes four components: education, exam, experience, and ethics.
The Chartered Financial Consultant® (ChFC) professional designation represents the completion of a comprehensive financial education. Chartered Financial Consultant designations are granted by the American College upon completion of required courses that span everything from financial and insurance planning to tax, estate, retirement, and investment planning. Chartered Financial Consultants® are knowledgeable in financial matters and provide sound advice.