Live Intentionally. Live Richly.

CWM delivers high-touch, holistic and intentional investment planning.

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Intentional planning for real returns
Planning with Purpose

Every CWM relationship begins with our four-step planning process centered on goal-setting and managing risk while pursuing long-term gains. Find out why we’re the first call for thoughtful investors.

Your Central Advisor for
Holistic Financial Health

We offer a comprehensive suite of services to help develop a cohesive, prudent strategy for your financial management.

Personal Wealth Management
qualified business planning
Qualified Business Planning
estate planning
Estate Planning
Family Steward Services
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We Grow With You

Planning for All Stages of Life

From traveling to spending time with family to purchasing a second home, we listen to your lifestyle goals and implement thoughtful financial strategies to work towards them- far beyond just managing investments.

Articles + Happenings

2021 State of the Company: A Letter from our President
CWM News
2021 State of the Company: A Letter from our President
At the end of another eventful year at our firm, we're taking a pause amid year-end deadli...
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Illuminate Your Holidays with the CWM Team
Upcoming Event
Illuminate Your Holidays with the CWM Team
Wild Lanterns, Santa, and Cocoa
Saturday, December 11, 2021
Woodland Park Zoo
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Professionals. Entrepreneurs. Resourceful savers.
Personal passions. Family priorities. Financial legacy.

See real stories of our clients living richly.

Meet Our Clients

Begin with One Question

What does "Living Richly" mean to you?