We are a multi-generational group of credentialed individuals who work as an integrated team to actively manage portfolios and plan for important financial transitions. At CWM, we want to be your main source for any of your financial concerns, so we utilize technology to consolidate your whole financial plan into one secure location. We also continuously invest in ourselves through our commitment to continued education, staying up to date with ever changing tax laws and other legislation.
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Your investment portfolio is the core of your financial plan. We manage your investments in house, with objectives to minimize declines and capture growth to build a sustainable portfolio for your long-term financial goals. When you have spent your whole career being paid for your expertise, the transition from earning your living to financial freedom may seem like a daunting adjustment.
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