Who We Are

CWP People

Who We Are

CWP is a client-centric organization rooted in personal integrity. The measure of our success is the success we help our clients to achieve.

CWP team members firmly believe that our obligation to clients does not end when we design a plan; rather, it just begins. The relationships we build reflect an unwavering commitment to act vigilantly to help protect each client’s financial interests.

Building and nurturing such relationships can be pivotal because every individual, family and business experiences events that alter financial circumstances.

CWP is here before, during and after those events to provide insight, guidance and solutions individually tailored to each occasion and to each client.

If you are looking for a quick, off-the-shelf answer, we aren’t the firm for you. If you want to achieve a holistic financial plan that integrates your unique financial considerations for accounting, legal and standard of living issues, then let’s sit down together.

We’d like to get to know you.