Awards & Accolades
Our Difference
When you work with our team, you’ll have a dedicated team of wealth management experts by your side creating a customized financial plan that aligns with your unique goals and values.
Our team is comprised of long-tenured, diverse and highly credentialed individuals. We leverage our in-house resources as well as external experts, so we are constantly learning about and providing perspective on the latest financial planning and investment management strategies.
Team Certifications
One or more members of our team hold the following designations to showcase our dedication and expertise in wealth management.
CPWA® Certification - Camp Jenkins
The Certified Private Wealth Advisor (CPWA®) certification is an advanced credential created specifically for wealth managers who work with high-net-worth clients, focusing on the life cycle of wealth: accumulation, preservation and distribution. Certificants understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth.
WMCP® Certification - Ileana Musmanni
The Wealth Management Certified Professional® (WMCP®) is a customized, online, self-study program and designation that provides a goal-based planning framework to build tax-efficient portfolios that meet a range of client needs.