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Certified Private Wealth Advisor® Designation



We are proud to announce that Jeremy Eppley, CFP®, CPWA®, MSFP, AIF®, APMA®, CRPC®, MPAS® has earned his Certified Private Wealth Advisor® designation!


The CPWA® certification is an advanced professional designation for experienced financial advisors who serve ultra-high-net-worth clients. Jeremy earned his CPWA® certification through the Yale School of Management. Yale's prestigious education program is designed with the latest, most advanced knowledge and techniques to address the sophisticated private wealth needs of clients with net worths above $10 million.

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