Helping Inheritors of Wealth Overcome Common Challenges to Achieve Goals. Wealth Advisor to the Heirs, Widows, Ex-Spouses and Associates of Wealth Creators Inheritors of Wealth face common challenges. As a CFP(R) and CPWA (R) practitioner, I have extensive additional training to help address and overcome them. My educational background includes an MBA and a degree in psychology from Harvard. I can relate to my clients on a personal level as well due to my background. Together, I have the tools to help Inheritors better. 