Press Releases
CW Advisors to Host Second Annual Women’s Luncheon
This year’s series will highlight Women in Health and will feature a powerful panel of female visionaries who are seeking to reshape the healthcare landscape.
October 28, 2025
CW Advisors Adds Two Pennsylvania RIAs
Welcome Capital Management Services, Inc and CHB Investment Group, LLC to CW Advisors!
September 1, 2025
CW Advisors Adds $1.4 Billion in AUM with Acquisition of 2 RIAs
We are thrilled to welcome Wolf Group Capital Advisors and Parsons Capital Management, LLC to our firm.
May 1, 2025
CW Advisors Acquires $1.3 Billion New Jersey RIA
We are pleased to announce the acquisition of Delta Financial Group.
March 25, 2025
CW Advisors Adds Two Boston Area RIAs
We are delighted to welcome Aspire Wealth Management and Fernwood Investment Management to CWA!
February 3, 2025
CW Advisors Names Jennifer DeSisto Chief Investment Officer
We are thrilled to welcome Jennifer DeSisto CFA, CAIA® to our firm as Chief Investment Officer!
October 22, 2024