Weston professionals have specialized in wealth management for more than 35 years, working with thousands of affluent families. We have professional degrees ranging from Juris Doctorates to Masters of Taxation to CFPs, MBAs, CPAs, CFAs, and RLPs.
Experience counts. We have worked with families through every passage of their lives. We know what to expect and we plan for different outcomes.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNERTM Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Registered Life Planner® This designation is administered by the Kinder Institute of Life Planning. An adviser with the RLP designation has received advanced training in client relationship skills and holistic financial planning. This program focuses on financial life planning, a method which rests on the idea that advisers must first discover a client’s most essential life goals before formulating a financial plan. RLPs® must complete a three step curriculum for initial certification followed by biannual CEU requirements to maintain certification. Planners must also adhere to Kinder Institute’s code of ethics standards.
Chartered Financial Analyst® Financial advisers with CFA on their business cards are respected as the highest trained professionals in the industry. They have diligently pursued a demanding path and have mastered a huge body of investment knowledge by passing 18 hours of rigorous examinations. They also make an annual commitment to uphold and abide by a rigorous professional code of conduct that means making decisions that are fully transparent and understood by everyone concerned. This expertise and commitment enables them to address a family’s investment, tax, and estate planning requirements.