Committed a Higher Standard

The Elder and Punko Wealth Advisors Group is committed to upholding the highest standards for ethical and professional practice in the investment industry.

As a Charted Financial Analyst - Nick is bound by the CFA Institute's Code of Ethics and Standards of Professional Conduct, and supports the CFA Statement of Investor Rights.

As a Chartered Investment Manager - Craig is bound by a fiduciary duty to clients and a higher professional standard.

In both cases, client's priorities come before all else.

CFA Statement of Investor Rights

Why Hire a CFA Charterholder to Manage Your Wealth?