Welcome to Simms Investment Services, LLC...

Trisha Simms, CEO of Simms Investment Services, LLC is among the first 2000 professionals obtaining the wealth management skill set of the future. The Certified Wealth Strategist® designation (CWS®), administered by Cannon Financial Institute, recognizes those individuals completing thorough study of the issues surrounding effective wealth advising to comprehensively address clients' wealth management needs.

Obtaining the CWS® designation provides financial services professionals with the technical knowledge, practice management know-how and the critical client communication skills to create and build a wealth advisory practice that works effectively for clients with more complex wealth issues. These professions strive to become their clients' trusted advisor.

To obtain the CWS® certification one must go through a comprehensive blended-approach to learning. The program consists of 4 days of classroom training, months of directed study, video (including textbooks and study guides, e-learning lessons, technical tests) and completion of a final Capstone project. The entire study takes approximately six months to complete. The designation is awarded upon the successful completion of the entire program and passing of the Capstone project. The Certified Wealth Strategist® education and designation are administered by Cannon Financial Institute, in which the CWS® Board of Standards awards to individuals who successfully complete initial and ongoing certification requirements.

For more information about the Certified Wealth Strategist® certification or Cannon Financial Institute, please visit their website at www.certifiedwealthstrategist.com.