Stipulations of CEFEX Certification

CEFEX Certification pic
CEFEX Certification
Image: cefex.org

An investment professional with more than two decades of experience, Wayne Demeester co-founded Definitive Advisors, LLC. Through the firm, Wayne Demeester helps clients obtain wealth management services through Soltis Investment Advisors.

In April of 2015, Soltis Investment Advisors was issued a certificate of registration from the Centre for Fiduciary Excellence (CEFEX). The certificate represents expertise in ERISA retirement plans and wealth management services.

In order to be issued a certificate of registration, a firm must pass the CEFEX certification audit. The audit stipulates that advisory firms and its advisors adhere to the following: they must create portfolio plans that reflect the risk and return profiles of their clients, they must exercise prudence when documenting and monitoring portfolio performance, and they must manage transactions without any conflict of interest. Further, all advisors are required to possess a strong comprehension of standards and regulations to ensure compliance with laws. These requirements are based on the Prudent Practices for Investment Advisors, a document created by fi360, Inc, the leading organization of fiduciary training resources.

To learn more about the Prudent Practices for Investment Advisors, visit www.fi360.com.

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What Is Wealth Management?

Wayne Demeester Wealth Management pic
Wayne Demeester, Wealth Management
Image: soltisadvisors.com

Brigham Young University graduate Wayne Demeester is a financial executive with 30 years of experience. As managing director for the Bellevue, Washington-based firm Definitive Advisors, LLC, Wayne Demeester focuses on providing wealth management services to high-net-worth individuals.

The term wealth management refers to consultative services delivered by investment and financial advisors to increase the monetary prosperity of their clients. Wealth management differs from traditional investment advice because these advisors typically provide comprehensive services, overseeing multiple or all financial aspects of a client’s life.

Services commonly provided by wealth management firms include accounting and tax services as well as retirement and estate planning. Additionally, wealth management may include advising on charitable donations as well as risk management within investment portfolios.

In addition to utilizing their own knowledge to make decisions, financial professionals who practice wealth management may also work in conjunction with a client’s insurance team, accountant, and legal representative to control his or her fiscal interests.

Advantages of Working with Soltis Investment Advisors

An accomplished wealth management professional, Wayne Demeester has earned decades of experience in the financial services sector. Today, Wayne Demeester, a registered investment advisor, carries out financial duties through his privately owned business, Definitive Advisors, LLC.

Licensed to practice in the state of Washington, Definitive Advisors, LLC, collaborates with Soltis Investment Advisors, LLC, to offer a variety of retirement planning and wealth management services. Growing significantly since its beginnings in 1992, Soltis Investment Advisors currently works with accountants, foundations, and trustees among other entities to offer valuable financial guidance. The company strives to maintain transparency in its practices by upholding a code of ethics that safeguards personal investments.

Also, in accordance with the Securities and Exchange Commission (SEC), Soltis Investment Advisors ensures its clients’ information remains confidential. The firm’s advisors are guided by a privacy policy, provided to clients, that outlines regulations and procedures for protecting consumer personal information. The policy covers how nonpublic personal information is acquired and disclosed as well as security features that give only the client’s advisor access to the account.

About the 2014 IMCA Advanced Wealth Management Conference in San Diego

As an MBA graduate and CIMA-certified financial services advisor, Wayne DeMeester brings more than three decades of professional experience to Seattle-based Definitive Advisors, LLC. In addition to completing advanced CIMA training through the Investment Management Consultants Association.

The IMCA was established in 1985 to promote the best industry practices and credential standards within the wealth management industry. Pursuant to this goal, the IMCA will be hosting the 2014 Advanced Wealth Management Conference in San Diego on October 6-7. Serving more than 9,000 members, the conference provides invaluable educational and networking opportunities to more than 9,000 members. In addition to plenary lectures from several renowned speakers, including nationally published author and economist Anna Bernasek, the event will provide highly specialized insight into the unique demands of high-net-worth clients regarding specialized investment strategies and gift planning, wealth transfer, and tax laws.

For a full schedule of workshops and speakers, visit http://www.imca.org/.

Making the Most of Your Money While Giving Back

Wayne Demeester, a financial services professional for more than 30 years, currently fulfills executive duties with Seattle-based Definitive Advisors, LLC. Wayne Demeester also remains an active patron of the local Seattle-based charity Mamma’s Hands.

Founded in 1990, Mamma’s Hands began after a chance encounter with the organization’s founder, Denny Hancock, and a displaced father and son. Witnessing the unconditional love between the two and the difficulties they faced, Mr. Hancock went on to purchase a delivery truck and distribute food, clothing, and blankets throughout Seattle. Now Mamma’s Hands provides essential support to hundreds of Seattle residents and has since expanded its services to include the Phone Home Program and the House of Hope, a housing program which strives to break generational cycles of abuse by providing a stable, supportive environment for women and children. Mamma’s Hands continues to rely on the support of generous individuals to continue funding these essential programs and helping underserved individuals.

Anyone interested in supporting Mamma’s Hands can make the most of their online purchases with the AmazonSmile Foundation. To donate .5 percent of Amazon purchases to Mamma’s Hands or to another charity, shoppers can visit http://www.smile.amazon.com.