Joe Laux Completes Rigorous CPWA® Certification

Silverhawk Private Wealth is pleased to announce that Joe Laux has recently attained his CPWA® certification.

The Certified Private Wealth Advisor® (CPWA®) certification program is an advanced credential created specifically for wealth managers working with high-net-worth clients. Developed by the Investments & Wealth Institute®, the CPWA® program focuses on the life cycle of wealth—accumulation, preservation, and distribution.

High-net-worth individuals have unique needs that can’t be properly addressed by an advisor with a basic financial planning background. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

Designees must have at least five years of relevant experience working with clients to apply for the certification. The program begins with a six-month long pre-study program and concludes with a 5-day long session led by faculty which includes University of Chicago Booth School of Business professors and experienced practitioners—wealth managers, retirement planning specialists, investment managers, tax experts and estate-planning and asset-protection attorneys.

At the end of the five-day program, attendees must pass a CPWA Certification Exam, and sign a Licensing Agreement and adhere to the Investments & Wealth Institute® Code of Professional Responsibility, Standards of Practice, and Rules and Guidance.

Congratulations Joe! You can reach Joe Laux, CPWA® by calling 480.296.0200.