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Included on our reference sheets are approximately 550 of our 1300 dental clients who utilize our on going financial plan monitoring and advisory services. All clients of CWA are given the opportunity to be a reference. Once a year, all new financial plan monitoring clients are asked if they would like to be a reference. Once documented permission is given, they are included on this list. All clients remain on this list until they are no longer clients of the Firm, request to be removed or some other legal reason. CWA uses no performance based criteria in selecting clients for this list. It is not known whether the references below approve or disapprove of the Firm or the advisory services provided.
We believe that by focusing our collective knowledge and energy, we can achieve superior results. All members of CWA are members of a larger community, represented by hundreds of individuals across the United States, at all stages of their lives. As a client of our firm, you have access to this knowledge base through our organized network.
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