Why hire a CFA Charterholder?
IN A COMPLICATED WORLD, HAVING A CFA CHARTERHOLDER ON YOUR SIDE WHO IS CONFIDENT, READY FOR TOMORROW, AND COMPLETELY COMMITTED TO YOUR INTERESTS IS A DIFFERENCE THAT MATTERS™. Your wealth manager should be on the leading edge of every facet of your financial life, anticipating your needs and helping you create an investment strategy to achieve your goals. CFA charterholders blend intellectual curiosity and expertise to deliver premium advice. They are the difference you need.
Here’s why: Rigor and Expertise. Fewer than 1 in 5 candidates becomes a CFA charterholder. It takes an average of over 1,000 hours of rigorous study, along with four years of professional experience, to earn the distinction of being called a Chartered Financial Analyst® (CFA) charterholder.
Holistic Wealth Management. CFA charterholders are trained to understand what drives value in all dimensions of your financial life. They have mastered more than just the art and science of securities analysis and asset allocation. They also have expert-level portfolio management skills and the ability to work effectively with tax and intergenerational wealth planning experts to design an investment strategy specific to your objectives. Your Interests Come First.
CFA charterholders recognize that trust is key to building a strong client-adviser relationship and are bound by the highest ethical standards — the CFA Institute Code of Ethics and Standards of Professional Conduct.
Please Note: Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if WBH is engaged, or continues to be engaged, to provide investment advisory services.