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Certified Private Wealth Advisor® Designation

Certified Private Wealth Advisor® Designation

Vance Barse, CPWA®, AIF® obtained the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business. The CPWA® designation focuses on specialized estate, tax, risk management, and financial planning strategies for...

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Phil Bak Podcast Exclusive: “The Freedom Ride”

Phil Bak Podcast Exclusive: “The Freedom Ride”

"Have the courage to follow your heart and intuition. They somehow already know what you truly want to become." - Steve JobsPlease click the play button below for a heartfelt message.To listen to the podcast, please click the play button below.Vance Barse joins the...

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The Importance of Financial Literacy

The Importance of Financial Literacy

"An investment in knowledge pays the best interest" - Benjamin Franklin.The statistics on financial literacy are eye opening, particularly for low-income students. Many well-heeled families, though, don't teach financial literacy because discussing money is often...

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Celebrating Two & Thank You

Celebrating Two & Thank You

It's amazing how time flies. The Barse family celebrated Delaney's second birthday last month. Watching our "baby" girl full of life, energy, and enthusiasm made me reflect on the last 24 months. Delaney enjoying her 2nd birthday as a rainbow unicorn.Your Dedicated...

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