A Partnering Program to Attract, Engage, and Work with
Successful Families and Business Owners  with Assets Between $20-200 million

CWPA is a 3-day collaborative program designed to help you learn and implement all facets of the Advanced Wealth Planning Journey, including:

• The top 70% of the integrated wealth and asset protection strategies Strazzeri Mancini LLP used in the last year
• Option to co-brand physical and digital assets that are little or no cost to you (or, if compliance is a problem, a way to introduce your “team”)
• Advanced Case Management documents and processing tools for the 8-Step Review, Design, Implementation, and Maintenance methodology
• Comprehensive advisor’s guide and “cheat sheet” outlining the mechanics to maintain momentum and complete the Client Journey.
• Counseling and conversation tools as well as an online survey to help clients find more clarity, get the heart of highly relevant matters, and resolve messes in the areas of legal, tax, financial, philanthropic, advisory relationships, and family relationships.
• Achieve the full spectrum of planning options through Wealth Strategies Client Partnering where there is more focus and clarity to help your clients navigate life and business through:
  • The problem and what’s behind it
  • Possible solutions when former goals are less or not important, and
  • Implementation and commitment to solutions, timeline, and responsibilities