Fuchs Earns Certified Private Wealth Advisor® Professional Credential

West Hartford resident and Certified Financial Planner® Ben Fuchs, Founder of Fuchs Financial, has earned an additional professional credential, extending his expertise in wealth management, planning and retirement services.

Fuchs Financial helps retirees and people preparing for retirement to maximize their finances, providing a full range of short and long-term retirement planning services, including income planning, investment planning, tax planning, healthcare planning, and estate and legacy planning. With offices in West Hartford and Middletown, Fuchs Financial was founded by Ben Fuchs in 2019. He has more than 15 years of investment experience and has created thousands of retirement plans for his clients.

The Certified Private Wealth Advisor® (CPWA®) professional credential is described by the nonprofit Investments and Wealth Institute as “an advanced professional certification for advisors who serve high-net-worth investors. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients, especially those with a minimum net worth of $5 million.”

Fuchs Financial offers complimentary, no-obligation introductory consultations, which highlight the proprietary How to Retire Blueprint, designed to help clients achieve simplicity and security in their retirement strategy. Components include Risk Analysis, Income Analysis, and Tax Analysis, as well as a system to continuously monitor clients’ accounts in order to make adjustments as needed. Personalization and relationships are the cornerstone of the firm’s retirement planning and wealth management services.

In working with clients through the How to Retire Blueprint, Fuchs Financial addresses a variety of areas such as tax strategies, money management, asset protection, insurance planning and/or legal documentation. Through these strategies, “we work with you to establish a timeline and set clearly defined, measurable goals,” explains Ben Fuchs.

The CPWA® curriculum gives advisors the information and skills they need to make a difference and confidently advise clients in this demanding segment. The CPWA program takes a holistic and multidisciplinary approach that includes a deep dive into sophisticated wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management, and legacy planning.” The rigorous curriculum was provided through the Yale School of Management.

Ben Fuchs has been featured on television and in numerous financial industry publications, and is currently featured weekly on NBC Connecticut on Saturday at 7:00 PM with “How to Retire with Fuchs Financial,” and provides Financial Tips aired regularly on WTNH Channel 8. He also appears Saturday mornings at 7:30 AM on WPOP Newsradio 1410.

In addition, the online Fuchs Financial Virtual Learning Center features free educational videos, designed by financial advisors. The videos are available to anyone who wants to learn more about investing, taxes, retirement, and ultimately, their legacy. The resources can be accessed, without charge, at fuchsfinancial.com.

“At Fuchs Financial, we are fiduciaries, which means we act in our client’s best interest at all times, in all situations, no matter what. And what we do is customized to individual needs, goals, circumstances, and objectives,” explained Ben Fuchs. “The steps you take today can make a difference in your retirement tomorrow.”

With offices located at 433 South Main Street, Suite 308, West Hartford, and 134 Main Street Extension, Suite A, Middletown, Fuchs Financial is easy to reach. Financial advisors can also be contacted directly at (860) 461-1709, or Toll Free at (877) 940-1009.

Learn more about Fuchs Financial’s How to Retire Blueprint here. Fuchs Financial offers a complimentary, no-obligation initial consultation, in-person or virtual; to learn more or to schedule an appointment, visit www.fuchsfinancial.com.