Certified Wealth Strategist

Coe Financial Group is proud to announce that Chad Coe, Melanie Duguid, and Alan Wolan earned the Professional Designation as a Certified Wealth Strategist®. All three advisors feel that this training will help them better serve their clients and offer more value added services. In the volatile times that we are living in, there is more to succeeding at reaching goals than to only focus on investments. Please read below the benefits of working with a Certified Wealth Strategist®.

Every Wealth Strategist:

• Understands and uncovers the key wealth issues high net-worth clients face
• Understands their clients’ situation, future, feelings, and family dynamics – the big picture of where they need to be – and helps to reconcile any gaps
• Places these issues in the context of a wealth management strategy
• Forms reasonable and logical opinions for addressing each set of issues and for bringing in appropriate resources
• Acts as an emotional counselor, relying on a disciplined process to achieve client goals

A Certified Wealth Strategist®:

• Has the knowledge and skill sets needed to work with more complex client issues and better serve the high-net worth market
• Is well versed in the finite number of key issues that must be addressed with all affluent and high-net worth clients
• Has the competence to identify issues and assume the lead role in analysis with other experts as needed
• Provides ideas, suggestions, and alternatives for addressing your specific issues
• Is your “Trusted Advisor”

A Certified Wealth Strategist® strives to help clients:

• Create and grow wealth
• Protect and preserve their wealth
• Plan for the distribution of their wealth during life in the most tax-advantaged way
• Plan for the distribution of their wealth at death in the most tax-advantaged way