THE BEST PLANS ARE BUILT FOR CHANGE

CWA helps you optimize every opportunity
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CHANGE IS THE ONE CONSTANT IN LIFE

From ever-evolving tax law to economic cycles to unexpected family obligations, change is the only thing any of us can truly count on. CWA planners can help craft a plan that accounts for the current environment and your future needs.

FINANCIAL PLANNING FOR ANY STAGE

With a suite of services designed to meet you wherever you are in the ownership journey, CWA helps new doctors, growing clinics and established practices keep business goals on track and personal goals within reach.

THREE PLANNING OPTIONS TO KEEP YOU A STEP AHEAD

Proactive Planning
A comprehensive planning program for practice owners
ESSENTIAL ADVISORY PLANNING
Designed for doctors who just want the basics to run their business
PROACTIVE PLANNING FOR NEW DOCTORS
Tailored for new doctors who have recently partnered in or acquired a practice

Associate Dentist Looking for Personal Financial Planning?

CWA offers personalized financial planning for Associate and DSO Dentists, including 1099 contractors.

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What Sets CWA Apart?

Experience

For 40 years, we’ve served thousands of clients nationwide, putting our flagship 3to1 principle of wealth accumulation to work.

Expertise

CWA primarily serves the dental industry. We know the unique intricacies of the dental business, as well as the mindset of dental practice owners, better than most CPAs.

Partnership

Financial planning isn’t a static product. It’s a process. Peace of mind is also more than just a number to reach. CWA aims to financially prepare you to reach your personal and professional goals.

Service

We are committed to delivering an unmatched personalized experience. Our 90%-plus retention rate is testament to the difference a dedicated support team makes.