John Clagett, CPWA®, President, Owner, and Chief Wealth Advisor at Q4 Wealth Management in Fort Collins, Colorado, recently earned the Certified Private Wealth Advisor® designation. 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. Mr. Clagett specializes in integrated wealth management for individuals, families, and small business owners in Northern Colorado, Ohio, Kansas, Missouri, Washington, and California. Q4 Wealth Management employs a proactive, collaborative approach, consulting with client’s existing team of accountants, attorneys, insurance and other professional advisers in a range of areas concerning wealth enhancement, wealth protection, wealth transfer, and charitable giving.
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.
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 www.IMCA.org.
IMCA® and Investment Management Consultants Association® are registered trademarks of Investment Management Consultants Association Inc. and denote the highest quality of standards and education for financial professionals. CPWA® and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. 01.110214.01.221.ctrl
Securities and Advisory Services offered through Nations Financial Group, Inc. (NFGI), Member FINRA/SIPC, A Registered Investment Advisor. John Clagett is a registered representative of NFGI. Q4 Wealth Management, Inc. is a separate entity and not affiliated with NFGI.