CWM has been blessed with considerable success over its history – growing from a small trust company with few clients to a firm serving more than 2,000 clients and managing $6 billion in assets under management (AUM).* Strategic Partners benefit from our institutional investment and communication process that can be personalized to fit any practice.
We estimate that a Strategic Partnership can free as much as 40-60% of an advisor’s time. Once onboard, we can provide you with the tools and know-how to leverage that newfound time to achieve your personal and professional goals.
We will help you to evaluate how you currently operate your practice. Then we will help you determine the best way to structure your practice to achieve your professional and personal goals.
CWAS draws upon the expertise of its team of professionals – planning, investments, marketing, and operations. If you have an issue, it is likely we have experienced something similar and can provide insight into how it was handled and its outcome.
Each year CWAS also fosters a sense of community among our Strategic Partners providing them with the opportunity to engage with one another annually at our Partners Forum. We gather with our Strategic Partners to share our best ideas and best practices. Our Strategic Partners are encouraged to share their unique experiences and solutions with one another.
* As of 3/31/22