Wealth Management

We enrich your path to wealth, collaborating so that each element of your plan works seamlessly together—funding your dreams, protecting critical assets, and securing your future.

Wealth Management

We enrich your path to wealth, collaborating so that each element of your plan works seamlessly together—funding your dreams, protecting critical assets, and securing your future.

WEALTH MANAGEMENT SERVICES

We’ll help you find the right path forward.

Our team of in-house experts, including wealth managers and CPAs collaborates to optimize every facet of your financial plan:

Investment Management:

  • Cohesive asset allocation strategies
  • Alternative investment strategies
  • Diversification strategies
  • Customized and aggregated reporting

Financial Planning:

  • Cash flow analysis
  • Tax advisory
  • Charitable giving strategies
  • Education of future generations
  • Insurance review
  • Concierge services

Value We Deliver

Our responsibility to our clients and their distinctive situations lays the groundwork for a genuine partnership.

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When we work with you to build your portfolio, we conduct quarterly check-ins to see how your investments are working and that your goals are being met. But we know your goals are long-term, so our planning goes beyond the industry-standard quarterly snapshot. We evaluate your portfolio strategy throughout economic cycles to give your investments room to breathe and grow over extended time.

Market fluctuations are inherent in investing, tempting emotional reactions to short-term downturns. Our disciplined approach focuses on building a lasting portfolio, looking beyond temporary market upheaval to benefit you and your family in the long run.

The economic landscape is ever-changing, yet careful observation of key indicators has proven to be a dependable method for anticipating its shifts. We meticulously track market trends to customize your portfolio, positioning it for the economy’s next move.

Our focus is on ensuring that risks within your portfolio are calculated and justified. By focusing on high quality investments across all asset classes, we construct a portfolio that is attuned to your financial needs as well as market projections.

We work together to craft a diverse portfolio that grows with you. Our 'Core-Satellite' strategy establishes a robust base with core investments (U.S. stocks, fixed income, and international equities) while satellite investments (emerging markets, real estate, high-yield bonds) offer tailored opportunities for your unique needs.

Client Reflections

Navigating Success Together 

“This past year, without my advisor’s unwavering support from the moment my husband died, I would have faced even tougher challenges. My advisor has been there every day, patiently answering my questions and educating me, never once making me feel out of my depth. My kids and I have grown to love him deeply.”
“Every ship needs a stabilizer for rough seas and our advisor has stabilized our investor qualms in sometimes unstable investment climates. She understands our goals and needs, is always responsive to our questions, and has become our friend.”
“My Wealth Manager always provides detailed visuals to accompany our conversations and patiently explains the information in ways that I can comprehend. Her listening skills, sincerity, and knowledge have given me complete confidence in her advice on behalf of my financial and personal goals and wellbeing.”

Awards & Accolades

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Memberships, Credentials & Affiliations

We provide our clients with a deep, experienced team of investment professionals uniquely qualified to handle every aspect of their wealth management needs.

7

Chartered Financial Analysts (CFA®)

23

Certified Financial Planners (CFP®)

2

Certified Public Accountants (CPA)

As of March 31, 2024

The Company We Keep

We strive to deliver objective guidance in achieving your goals and managing risks, as well as transparency in client investments and fees. All of the assets we manage are held in a separate custodial account and further protected through regular audits, reviews, regulatory examinations and performance reports by respected, independent fiduciaries. These include:

Primary Custodians

  • Fidelity Investments
  • Charles Schwab & Co.

Compliance Support

  • AdvisorAssist, LLC
  • Ashland Partners & Company, LLP

Legal Representation

  • ArentFox Schiff LLP
  • Winston & Strawn LLP

Performance Reporting

  • Black Diamond
    Performance Reporting

FAQs

Selecting the right wealth management firm raises many important questions. We've compiled answers to some of the most frequently asked questions we receive, aiming to provide you with clearer insights and assist in your decision-making process.

Investing is challenging and the average investor faces hurdles.  Our planning and investing discipline will align your financial goals with your life and legacy goals and eliminate the layers of stress that come from self-management.
Our clients span generations and come from a variety of professional backgrounds, including tech, healthcare, academia, entertainment, and finance. Predominantly, we serve pre-retirees and retirees who trust us for independent wealth management and appreciate the personal touch and expertise we provide.
Your Wealth Manager will touch base with you at least every quarter to make sure your financial plan is on track. This ensures your financial strategy remains aligned with your objectives and adapts to any changes in your life or the financial markets. Additionally, your wealth management team is readily available for consultations or to address concerns arising from fluctuations in the market or changes in your personal circumstances.
A fiduciary is someone who must always put the best interest of their clients first.  All professionals who have received their Certified Financial PlannerTM (CFP®) designation are held to the standard of fiduciary duty. All of our Wealth Managers, many of whom have received their CFPs, are fiduciaries.
Absolutely. CW Advisors boasts a national presence, supplemented by local expertise in crucial markets across the country. This unique structure guarantees that you receive personalized and attentive service tailored to your needs, no matter where you are located.
Upon joining CWA, you'll be supported by an entire team of professionals, dedicated to delivering first-class service, and ensuring that every aspect of your financial management is handled with expertise and care.
Holistic wealth management goes beyond the scope of traditional financial planning. It starts with a comprehensive, 360-degree evaluation of your financial landscape to pinpoint your specific goals and needs. From there, we develop a customized strategy that encompasses every facet of your financial needs. This strategy may cover areas such as tax and estate planning, cash flow analysis, optimizing social security benefits, planning for educational expenses, and facilitating generational wealth transfer. By taking into account all aspects of your financial life, we aim to create a plan that not only meets your current needs but also secures your family's future.
Clients choose CWA not only for our top-tier investment advice, but also for our exceptional customer service model, designed to ensure a deep understanding of their situation and goals.
Our investment strategy is rooted firmly in data-driven analysis. We employ a 'weight of the evidence' approach, ensuring that every decision is made with comprehensive consideration. Our team diligently monitors the business cycle, monetary policy, market valuations, and technical conditions, and incorporates independent research into our analysis. This thorough evaluation process enables us to make informed, strategic investment choices designed to align with our clients' goals.

Our approach

Defining Your Financial Future

As trusted wealth advisors, we combine our expert team's resources, specialized knowledge, and time-tested methods with innovative tools to meet our clients' distinct needs.  

REALIZE YOUR VISION

OUR OFFICE LOCATIONS

Explore the Reach of CW Advisors

CW Advisors offers personalized service nationwide, leveraging local expertise in key markets through offices staffed by specialists attuned to both global trends and local nuances.

EXPLORE OUR LOCATIONS