Events

Building Community Connections 

Building community is vitally important to us at CWM. We value the opportunity to serve as connectors, whether we’re connecting our clients with trusted information and resources, or with other thoughtful and fascinating individuals. 

Below is a list of the events that CWM plans throughout the year, including: 

• CWM Thirdlies, our three-times-per-year financial literacy and educational events are designed to broaden clients’ understanding of the drivers and opportunities for smart decision-making. We welcome clients to join us for insightful and entertaining discussions led by our senior advisors.

• Exclusive IMPACT Club social events to relax and connect with other interesting, successful CWM clients while enjoying concerts, wine tastings and more. These invitation-only events are typically available to clients with more than $1.25 million in their CWM-managed portfolios – purely for fun and to say “thank you” for your business and partnership. 

• Other fun family-oriented, educational and philanthropic events, both in person and virtual, including our gingerbread house-building party.