At Taras Wealth Management, we are a multigenerational team with a family legacy of providing prudent, thoughtful financial guidance for people who understand its value. We’ve been doing so for decades here in Jacksonville for families who are not willing to settle for just any advisor – but value the experience we bring to the table.
When it comes to managing your finances and achieving your financial goals, working with a Certified Financial Planner (CFP) who is also a Certified Private Wealth Advisor (CPWA) can be incredibly beneficial. The CPWA designation sets these financial advisors apart, providing them with specialized knowledge and expertise that can make a significant difference in the quality of advice and guidance you receive.
The CPWA designation is awarded by the Investments & Wealth Institute, a prestigious organization that provides advanced education and certification for financial professionals. To earn this designation, advisors must undergo rigorous training and pass a comprehensive examination that covers a wide range of topics, including investment management, tax planning, estate planning, and advanced wealth management strategies.
One of the key differences that the CPWA designation brings is a deeper understanding of the unique needs and challenges faced by high-net-worth individuals and families. CPWA-certified advisors are trained to navigate the complexities of managing and preserving wealth, including strategies for minimizing taxes, protecting assets, and ensuring a smooth transfer of wealth to future generations.
Jacksonville Financial Planner 