Frequently Asked Questions

Here are some helpful charts, forms, etc. to assist you in your organizational efforts and in preparation for tax season.
When calculating your return on investment, remember the following factors:
  • Principal amount / Cost of assets
  • Dividends
  • Deposits
  • Inflation
  • Withdrawals
  • Present Value
Heartbleed Bug and CWM

CWM servers are currently to our knowledge unaffected by the Heartbleed OpenSSL security breach. We are continuing to verify with our vendors for which this may affect. We will post updates as information becomes available. For the time being, we suggest you monitor your online accounts for suspicious activity. Changing your passwords currently will not create any more security until the patches have been completed by OpenSSL users. Once sites are secure, change your password and login information, and set up 2-step authentication where available.  Learn more about Heartbleed »

Suspect fraud?

If you suspect fraud or identity theft, the faster you act the better. Here is what you need to do, right now.

1) Contact CWM immediately at 800-268-2440 or info@CWMnw.com

2) If unauthorized activity is confirmed, let the credit bureaus know:

  • Equifax  - Call 800-525-6285 or write P.O. Box 740250 Atlanta, GA 30374
  • Experian  - Call 888-397-3742 or write P.O. Box 9556 Allen, TX 75013
  • TransUnion - Call 800-680-7289 or write P.O. Box 6790 Fullerton, CA 92634

3) Notify the appropriate government agency:

Have suggestions for information you would like added to this page? Please contact us with your ideas.

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Appointment Request

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