Newton, MA resident Martin F. Lowenthal,, achieves New Wealth Management Certified Professional® Designation
Martin Lowenthal, AEP®, MSIM, CLU®, ChFC®, WMCP®, RICP®, CAS®, CLTC has earned the new Wealth Management Certified Professional (WMCP®) designation and joins a new elite group of professionals. The WMCP® delivers a comprehensive overview of goal-based, personal wealth management.
“Earning the WMCP® designation is an impressive achievement,” states Seth Medalie, CLU®, ChFC®, President of The Bulfinch Group. “WMCP® is designed for advisors serving a global marketplace where mass-affluent and high-net-worth individuals seek professionals with a true understanding of their unique needs and goals.”
The Bulfinch Group has redefined Wealth Management to create a complete client experience that begins by putting each client’s life at the center of the conversation, not their money. With a client-centric focus, The Bulfinch Group works to safeguard wealth from risks such as market volatility, erratic interest rates and the potential for insufficient assets -- all threats to long-term financial stability. The Bulfinch Group’s experienced team of specialists create in-depth assessments on how to maximize cash flow, optimize tax planning, provide protection and build and grow wealth to reach each client’s unique goals.