We are proud to announce that CW Advisors, LLC has been named a Barron’s Top 100 RIA Firm for 2024.  This is the second consecutive year our firm has been included on the list.

CW Advisors provides a fully integrated approach to financial planning and investment management, with specialty services tailored to each client’s unique needs to protect and grow assets through superior service and sound, objective advice.

“We are grateful again to have been included as a Barron’s Top 100 RIA firm.” said Paul Lonergan, Chief Executive Officer.  “It is always gratifying to be recognized for our team’s commitment to providing an outstanding client experience and wealth management solutions.”

Barron’s uses a proprietary methodology to evaluate candidates and includes multiple metrics, including assets, revenue and quality of practice.  Barron’s methodology can be found here.