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.