CPWA

Certified Private Wealth Advisor® (CPWA®) certification is an advanced education and voluntary standard for advisors who serve high-net-worth clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary wealth management approach.

The comprehensive, goals-based planning methodology is carefully designed for clients that earn executive compensation packages, own closely held businesses, require complex estate and legacy planning, and pursue exceptional family wealth governance.

As part of our commitment to our advisors, Signature Equity Partners subsidizes a significant portion of the CPWA program at the Northwestern Kellogg School of Management.