CPWA^® - Certified Private Wealth Advisor^®

A Certified Private Wealth Advisor^® (CPWA^®) has the education designed to help them understand the challenges and responsibilities of those with significant wealth. The CPWA^® program is an advanced credential created specifically for wealth managers who work with successful families to address their distinct needs and wants. Advisors with this designation have dedicated their time and acquired the education designed to be able to ensure that all of those needs and wants are met.

Certified wealth managers focus on your needs at every stage of your life, from your working years to your retirement ones, and we understand what you and your family need to preserve your assets in the years in between. CPWA^® professionals understand your goals to preserve your wealth, minimize taxes and pass that wealth on to the next generation.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.