Your team consists of members with extensive expertise and experience working together to serve our clients.
The Wealth Management Team provides analysis, advice, and hands on investment management to our clients on an ongoing basis through regularly scheduled meetings and as planning opportunities arise between meetings.
The Investment Management Team focuses on market research and investment analysis required to create tailored portfolios appropriate for each individual client.
The Client Services Team supports the operational needs of the firm in handling deposits, withdrawals, annual RMD’s, routine and tactical portfolio re-balancing as well as scheduling appointments. The team handles the firm’s routine daily operations and supports overall client service provisions.
Each team works closely together to ensure that CMW consistently exceeds client expectations.