A Commitment to Our Clients

At CWM, providing exceptional service drives everything we do. We are committed to creating a purposeful, high-touch experience for thoughtful investors, focused on:

  • Intentional, holistic investment planning built on listening and connecting with the why behind our clients’ lifestyle goals. We implement mindful strategies to pursue clients’ ideas of living richly – far beyond just managing investments.
  • Responsiveness from a team of advisors and empowered, engaged professionals who are completely invested in our clients’ success. We bring experience, dedication and a friendly touch to every client interaction.
  • Transparency in sharing the data and reasoning behind our counsel to prudently manage risk with the broader goal of achieving long term gains.
  • Client-first decision-making. As a fiduciary, our counsel is based solely on what is best for the individuals and families we serve. We are an independent firm with no proprietary products, which means we’re not beholden to any specific investment vehicles.
  • One-call access to comprehensive, coordinated investment, insurance, strategic tax planning and other services for a cohesive approach to financial management.

Our promise

To Help Pursue Your ‘Why’

From violin makers to Ironman contenders, CWM clients are passionate about chasing their dreams – and we’re proud to serve as their trusted advisor. Their stories demonstrate the full spectrum of what living richly can mean to individuals and families – and as they could tell you, we stand behind our promise to help support your goals.

Meet Our Clients

Build your financial plan

Schedule a complimentary, no-pressure phone call with a CWM financial advisor to determine if we’re the right wealth management partner for you.

Contact Us