07/17/2026
Enhancing Our Commitment to Comprehensive Wealth Planning
We are committed to providing our clients with first-class financial planning services beyond just investment management. With that said, we are thrilled to announce that Mike Barron has recently attained the Certified Private Wealth Advisor® (CPWA®) designation. This certification equips financial professionals with advanced strategies to serve high net-worth families, focusing on the lifecycle of wealthy families in areas such as tax management, estate planning, business succession, wealth transfer, charitable gifting, asset protection, risk management, and complex family dynamics.
While our industry has many standard credentials, Mike chose the CPWA designation because he believes that it better serves our clients’ evolving needs, and it aligns well with his existing CPA designation. The program was developed by the Investments & Wealth Institute with curriculum created and administered by the University of Chicago Booth School of Business. The program has a six-month study period and concludes with a rigorous examination.
We are not attempting to replace your CPA nor attorney. However, as your trusted advisor, we believe that we are best positioned to guide you through the complex arena of comprehensive financial planning.
If you or someone you know could benefit from these services, please contact us. We believe this upgrade will enable us to deliver an even better level of service to you and those you refer to us.
