The certification process requires rigorous study of investment theory and portfolio construction, providing Burgess with updated technical tools for his practice at the Route 19 office in Cranberry Township. This qualification complements his existing role at the firm, which operates as both an insurance business and an investment advisory practice.

Cranberry Wealth currently offers investment services through Impact Partnership Wealth, LLC, a registered investment adviser. While the firm balances both insurance and advisory sectors, these two operational arms remain distinct, with insurance products managed independently from the registered advisory services provided by the Impact Partnership entity.