Live Intentionally. Live Richly.

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

Find out more

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.

pie-chart
Personal Wealth Management
qualified business planning
Qualified Business Planning
investments
Investments
estate planning
Estate Planning
arrows
Family Steward Services
Explore Services
Trees

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

Net Unrealized Appreciation: A Super Hero Tax Strategy
Tax Planning and Strategy
Net Unrealized Appreciation: A Super Hero Tax Strategy
Does your employer offer the ability to purchase company stock within your 401(k)? You may...
Read More All Articles
Fall 2024 Market Outlook (Webinar)
Upcoming Event
Fall 2024 Market Outlook (Webinar)
Topic:
Save the Date
Date:
Wednesday, October 23, 2024
Place:
via Zoom
View Event All Events

Professionals. Entrepreneurs. Resourceful savers.
Personal passions. Family priorities. Financial legacy.

See real stories of our clients living richly.

Meet Our Clients
stories
Ripples

Begin with One Question

What does "Living Richly" mean to you?