(PRLeap.com) Asset Management Group, Inc. of Stamford, CT., is pleased to announce that the College of Financial Planning has granted Helen B. Redfield the Accredited Wealth Management Advisor (AWMA®) Designation.An Accredited Wealth Management Advisor (AWMA®) is a professional designation issued by the College for Financial Planning, designed for experienced financial professionals specializing in the complex needs of high-net‑worth individuals. The AWMA curriculum dives into advanced topics such as:
· Behavioral finance and wealth psychology
· Estate planning, tax reduction, and asset protection strategies
· Executive benefits and equity compensation planning
· Small business and succession/exit planning
· Fiduciary responsibilities and regulatory considerations
It signals expertise in holistic wealth planning for affluent clients-covering investment, estate, tax, and behavioral aspects.
Helen serves as Executive Vice President and member of the Board of Directors at Asset Management Group, Inc. Helen graduated, cum laude, with a degree in economics from the University of Bridgeport. She worked as an office manager for the Northwestern Mutual Life Insurance Company, and moved to The Guardian Life Insurance Company, where she added the duties of training to her management position. When Connecticut Mutual hired her away, she worked as a strategist. Taking a leave from the insurance business, she took a position with New York Graphic Society, where she worked on contracts and acquisitions. It was here that she moved into the position of Production Coordinator, which she has maintained while working as a consultant for New Media Productions in Westport. As a member of the management committee, Helen makes sure that the company stays on track, the members of our team are provided with the best resources, and her counsel making her an invaluable member of Asset Management Group.
Asset Management Group, Inc., www.AMGplanning.com, was founded in 1983. The financial planning practice is a dynamic, privately held company with a well-established customer base. The firm builds long-term relationships with clients and provides them with financial planning advice and counseling. The company is proactive in bringing information and advice to its clients and strives to provide services that exceed their client's expectations.
GET IN TOUCH
Michelle Ross
Asset Management Group, Inc.
203-964-8300
http://www.amgplanning.com
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