Welcome to Extraordinary Wealth Management
CMW Wealth Advisors’ investment management philosophy is based on two academic sources; modern portfolio theory and behavioral economics.
Welcome to Carrier, Maurice, & Webb Wealth Advisors, a fee-only firm committed to listening, collaborating and achieving mutually satisfying partnerships with our clients.
Wealth is about so much more than just your money. It’s about your financial decisions clearly reflecting what you care most about: your family, your work, your vocation, your lifestyle, and your giving –your "worth living assets."
Each of our clients is unique and important, deserving our personal, individual and objective attention as they move through the cycles of wealth: accumulation, preservation and distribution. By listening and truly understanding our clients' needs, their core values and wealth landscape, we’re empowered to develop wealth management strategies that are truly tailored for their families.
The greatest gift is to be truly known by another and this is the cornerstone of all our client relationships. We will not sacrifice our culture of closeness for rapid growth. We are committed to maintaining a boutique atmosphere for our clients and the team assembled to serve them.
This is why we do, what we do, the way we do it.