Respected Credentials and uncommon capabilities

The CFP® and CFA are two of the most respected professional credentials you will find in the financial services industry. It’s not often that you’ll find both a Chartered Financial Analyst® and a Certified Financial Planner practitioner collaborating to provide you with a personalized, holistic financial plan and hands-on investment analysis and money management. But you will find this rare combination of respected credentials right here at Descendants Wealth Management.