Retire on your own terms.

15150 Preston Rd. Suite 300
Dallas, TX 75248
972-762-5135

Business Hours: Monday- Friday 8am-4pm

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Certified Wealth Strategist

Certified Wealth Strategist

Certified Wealth Strategist

LS Wealth Strategies is proud to announce that Bill Saplicki earned the Professional Designation as a Certified Wealth Strategist® Professional. This training will help him better serve his clients and offer more value added services. In the volatile times that we are living in, there is more to succeeding at reaching goals than to only focus on investments. Please read below the benefits of working with a Certified Wealth Strategist® Professional.

Every Certified Wealth Strategist® Professional:

  • Understands and uncovers the key wealth issues high net-worth clients face
  • Understands their clients’ situation, future, feelings, and family dynamics – the big picture of where they need to be – and helps to reconcile any gaps
  • Places these issues in the context of a wealth management strategy
  • Forms reasonable and logical opinions for addressing each set of issues and for bringing in appropriate resources
  • Acts as an emotional counselor, relying on a disciplined process to achieve client goals

A Certified Wealth Strategist® Professional:

  • Has the knowledge and skill sets needed to work with more complex client issues and better serve the high-net worth market
  • Is well versed in the finite number of key issues that must be addressed with all affluent and high-net worth clients
  • Has the competence to identify issues and assume the lead role in analysis with other experts as needed
  • Provides ideas, suggestions, and alternatives for addressing your specific issues
  • Is your “Trusted Advisor”

A Certified Wealth Strategist® Professional strives to help clients:

  • Create and grow wealth
  • Protect and preserve their wealth
  • Plan for the distribution of their wealth during life in the most tax-advantaged way
  • Plan for the distribution of their wealth at death in the most tax-advantaged way

 

Bill Saplicki is a Registered Representative offering securities through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.  Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Advisor.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation.  This site has been published in the United States for resident of the United States.  Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

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