Certified Wealth Management & Investment

"Build an Exit Ready Business"

Certified Wealth Management & Investment, LLC is a Registered Investment Advisory (RIA) company focusing on personal financial planning and small business planning. The services include fee based as well as non-fee based investing. Areas of expertise include personal financial planning, estate planning, small business planning, insurance, employee benefits, 401k advisory services, and retirement planning.

Sustainable and Impact Investing

Alternative Investments

Retirement Income Annuities

Philanthropic Investment Planning