The CPWA designation, delivered by Investment Management Consultants Association (IMCA), is the only advanced designation designed for financial advisors and consultants who work with high net worth clients on the life cycle of wealth. Brian has worked at Welch Hornsby since 1994 and is primarily responsible for advising high net worth individuals and families.
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.
Welch Hornsby is a registered investment advisory firm with the mission to build and preserve the wealth of individuals and families, endowments and foundations, and participant-directed retirement plans for corporations and municipalities. Founded in 1988, the firm is headquartered in Montgomery with offices in Birmingham, Alabama, and Charlotte, North Carolina.