Experience
To give you the confidence and clarity to know you’re on the right path.
What is the difference between knowledge and wisdom? Experience.
With our 150+ years of combined experience, we help you stay on the right path — avoiding distractions and chasing what truly matters. We balance both the journey and the destination. Our team is committed to our craft and to serving clients with excellence, staying at the forefront of industry standards, education, and emerging trends — as demonstrated by our credentials.
Credentials List (as of Sept 2025):
5 Registered Associates
2 CFP® Professionals
1 AAMS® Designee
1 CFA® Charter Holder
1 CPWA® Professional
1 CEPA® Professional
1 MBA
We believe moments matter more than money. We believe creating moments of impact in your life, your family’s life and your community is what truly gives meaning to your life’s work. Using our distinctive, multi-step process “The IFS Way”, we address the 5 pillars of wealth to give you the confidence and clarity you need to create your own moments of IMPACT.
**CONTACT US TO LEARN MORE**
| Retirees | Business Owners | Sudden Wealth Events | Charitable Impact |
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CPWA®" and "Certified Private Wealth Advisor®". Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
