We're the right firm for
Thoughtful Investors

Our clients come from all walks of life. We consult emerging and established professionals, entrepreneurs and families who approach financial planning with purpose and intent.

A common thread among CWM clients is a desire to protect the capital they’ve worked hard (or are working hard) to accumulate by reducing volatility and generating more sustainable growth – strategies to drive what we call Real Returns.

Browse the profiles below to learn how we partner with clients across generations and backgrounds, creating holistic, thoughtful and comprehensive plans to pursue their lifestyle goals.

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Financial Planning at All Stages of Wealth

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.

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