financial security for the long term.

Your work today allows you to live a certain lifestyle, but when considering retirement and beyond, it's advice for the long-term that helps enable CWA clients to secure a financial future with a primary goal of sustaining for a lifetime. As a registered investment advisory firm, Cain Watters and Associates offers guidance to help build the investment portfolio that's right for you.

We believe an investment portfolio is much more than comparing financial benchmarks. It's a combination of your goals, time frame, income sources and risk tolerance. With CWA, you have access to a team of advisors and recommended investment programs to help establish your ideal portfolio through the use of risk-determined investment models or through solutions customized for you. With due diligence and strategic insights provided through our affiliate Tectonic Advisors, LLC, our goal is to help strengthen your position in volatile markets, for confident investing toward a financially secure future.

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Investment Knowledge for the Long Term

  • Investment portfolio review and consultation
  • Due diligence and strategic asset allocation
  • Performance monitoring and reporting
  • Investment strategies to meet your income needs
  • Risk-based and customized investment allocations
  • Platform for easy and convenient access to performance data
  • Ongoing market and investing communications and perspectives from experienced strategists

 

Address

6900 N. Dallas Pkwy.

Ste. 500

Plano, TX 75024

Phone

t: 972.233.3323

f: 972.663.3799

Hours

Monday through Friday, 8:30 a.m. – 5 p.m.

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