Southlake, TX (PRWEB) December 01, 2011
Brian Tillotson, CPWA®, wealth advisor at Virtus Wealth Management in Southlake, Texas recently earned the Certified Private Wealth Advisor (SM) designation. The CPWA designation, delivered by Investment Management Consultants Association (IMCA), is the only advanced designation for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth. Mr. Tillotson specializes in helping his clients reach their financial goals through wealth advising, advice with tax planning, and retirement planning along with other various services.
The CPWA marks identify those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at the University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning. CPWA licensees must also agree to meet ongoing continuing education requirements, uphold IMCA’s Code of Professional Responsibility, and adhere to the Rules and Guidelines for the use of the Marks.
“I am very excited and honored to be associated with such a fine organization as IMCA,” said Tillotson. “It was a grueling process before I was able to achieve my Certified Private Wealth Advisor (SM) designation but well worth it since it will better help me and Virtus Wealth Management serve our clients.”
Established in 2001 by Brian Tillotson, Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, thereby offering unbiased investment options to help suit a client’s needs. We provide professional financial planning advice, most importantly focusing on your financial goals so you can focus on living your life. For more information about Virtus Wealth Management, please visit http://www.virtuswealth.com.
IMCA was established in 1985 to set the standards and practices for the investment management consulting profession and provide investment consultants with the credentials and tools required to best serve their clients. IMCA serves more than 7,500 members. For more information about IMCA or the CPWA designation, visit http://www.IMCA.org.
IMCA® is a registered trademark and Investment Management Consultants Association (SM) is a service mark of Investment Management Consultants Association Inc. and denote the highest quality of standards and education for financial professionals. CPWA® is a registered certification mark of Investment Management Consultants Association Inc. Certified Private Wealth Advisor (SM) is a pending certification mark of Investment Management Consultants Association Inc.
Securities Advisory Services offered through VSR Financial Services, Inc., a Registered Investment Adviser and Member of FINRA & SIPC. Virtus Wealth Management is independent of VSR. Asset Allocation and diversifying your portfolio does not guarantee against a loss nor does it guarantee a profit.