Our clients are ambitious, upper-income couples, often with young families. They lead hectic lives and are increasingly faced with decisions about their retirement savings, careers, their kids, and even caring for their parents. They feel a need for a trusted and reliable advisor to help simplify their lives.

Our role is to create an honest assessment of our client's current financial situation and then act as a "personal trainer" for their money, keeping them on a path they really want to go in life.
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services

Services

Just a few of the ways we can guide you. Choose a topic to learn more.

Tax Mitigation
Investment Management
Education Planning
Insurance
Retirement
Estate Planning
Employee Benefits
Other

CWM provides its clients with advice on all aspects of their financial well-being, including:

  • How to invest their 401(k)s, IRAs, and brokerage accounts
  • How to save money on their taxes
  • Which employee benefits to choose
  • How to save for their children’s education
  • Preparing wills, trusts and other estate planning documents to protect their family
  • Choosing the types of insurance they need, and don’t need