Kevin Fruechte, Chief Research and Operations Officer at Olson Wealth Group, has successfully completed the Certified Private Wealth Advisor (CPWA®) program, and now combines this certification with his CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Financial Analyst (CFA) credentials. In so doing, he becomes the sole advisor in Minnesota to simultaneously hold all three of these prestigious designations.
The CPWA® program is offered by the Investments & Wealth Institute. It is the most highly regarded advanced educational and certification program specifically tailored to financial advisors who work with ultra-high-net-worth individuals. The course of study covers a broad range of topics, including tax and estate planning; investment portfolio management; asset protection and insurance; retirement and charitable giving strategies; executive compensation strategies; financial planning strategies for business owners; and single- and multi-family office services.
Candidates report studying 10-15 hours per week over the six-month self-study program that culminates with an intensive week-long in-person executive education program led by experts in each of the subject areas covered. “I wanted to expand my expertise and demonstrate my commitment to addressing the needs of high net worth individuals,” Kevin said. “In recent years, the reputation of the CPWA® program has grown to become quite highly regarded and recommended by nationally-recognized thought leaders and leading global wealth management firms. Based on my experience with the curriculum and instructors, I fully endorse those sentiments.”
“We are extremely proud of Kevin’s achievement,” says Sharon Olson, CEO of Olson Wealth Group. “Our clients have come to expect a service experience that combines the personalized attention and customization of a small firm with the range of services that one usually expects to get only from the large money managers and wirehouses.” “For this reason,” Sharon adds, “it is essential for our team to remain on the cutting edge.”
One size definitely does not fit all when it comes to some of these more sophisticated strategies. Whether it be in optimizing the impact of charitable giving, using trusts most efficiently for estate planning and asset protection purposes, adjusting to the recent reforms to the income tax code, incorporating stock options and other incentive programs into a portfolio management plan, or thoughtfully structuring a business succession arrangement, Olson Wealth Group is committed to implementing best practices and providing the latest products, all for the benefit of our exclusive clientele.
Olson Wealth Group is a full service wealth management firm. With wise counsel and clear strategies, our experienced specialists provide tailored approaches that strive to maximize wealth. For more information, go to OlsonWealthGroup.com
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Registered states include: AR, AZ, CA, CO, FL,GA, IA, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, ND, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WI, WY.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.