ChWEA Designation Benefits

  Retrofit new tooling into your Family Wealth practice — elevating your level of value.


  Help clients deal more effectively with their financial life support systems.


  Assists clients in avoiding the boilerplate solutions offered by others.


  Differentiate yourself from the competition.


  Add new Family Wealth engineering strategies and tactics to your tool box.


  Deal more effectively with the psychology of motivating clients to do what is in their best interest.


  Gain the consistency of integrity, competency and professionalism of  WealthEngineering.