Services
At CWM, we believe in a personalized, hands-on approach to wealth management and financial planning. Our goal is to help you develop data-driven investment strategies that align with your unique financial goals.
We simplify complex financial concepts—removing the mystery from investing, insurance, estate planning, and wealth preservation—so you can make informed decisions with confidence. Our focus is not just on managing money but on crafting tailored strategies that support your long-term financial well-being.
By combining education, proactive planning, and customized advice, we empower you to build, grow, and protect your wealth for a secure and successful future.
Financial Planning
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Private Wealth Management
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Written Financial Plans
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Retirement Planning
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Income Planning
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Risk Analysis
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Fee-Based Planning
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Charitable Giving Plans
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Education Planning
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Wealth Transfer Planning
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Multi-Generational Planning
Risk Management
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Life Insurance
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Long Term Care Insurance
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Disability Insurance
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Funeral Expense
Investment Management
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Asset Management
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Portfolio Management
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Investment Risk Assessment
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Portfolio Risk Management
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Separately Managed Account
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401(k) & 403(b) Rollovers
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IRAs
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Mutual Funds
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Stocks
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Bonds
Client Services
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Ongoing Advice and Analysis
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Client Education Meetings
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In-Person Review Meetings
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Family Meetings
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Online Review Meetings
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Virtual Meetings
Business Planning
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Business Succession Planning
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Buy/Sell Funding
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Retirement Plan Design
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Qualified Plans
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Non-Qualified Plans
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Key Man Insurance
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Group Long Term Care
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Employee Education
Referrals
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Business Attorneys
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CPAs
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Estate Planning Attorneys
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Health/Medicare Insurance Agents
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Real Estate Agents
Contact
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