REAL WEALTH STARTS WITH INVESTING IN WHAT MATTERS
INVEST IN WHAT REALLY MATTERS
FREEDOM. CONFIDENCE. PEACE OF MIND.
Many firms talk about building wealth. At CWA, we believe there’s more to wealth than money alone. It’s the freedom to pursue your passions. The confidence that you can support the people and causes you love. The peace of mind that comes from knowing you’re on the right path with the right partner. That’s wealth that money can’t buy, and CWA helps our clients build more of it every day.
THE CWA DIFFERENCE
CWA wealth management advisors are not only licensed Investment Advisor Representatives, we are CPAs as well. Leveraging a personalized approach grounded in the latest tax optimization strategies designed to help your portfolio grow faster and last longer, our CPAs are committed to turning your unique vision of wealth into a reality.
YOUR LIFE, YOUR LEGACY
Wealth management is never a one-size-fits-all proposition. Every client deserves a plan that lays a solid foundation for building wealth, yet is flexible enough to adapt through all phases of life. CWA takes a hands-on approach to developing a plan that focuses on building wealth—not chasing returns—now and into the future.
CWA WEALTH MANAGEMENT SERVICES
Building Your Plan
OPTIMIZING AT EVERY PHASE
CWA delivers the leverage of a large firm with the personal attention of a boutique advisory.
Hunter Satterfield, CWA Partner & CPA
WHAT SETS CWA APART?
Serving clients for 40 years and more than $3.5 billion in assets under management, CWA Wealth Management brings robust yet rational wealth accumulation strategies to the table.
Every CWA wealth management advisor is also a CPA, delivering a level of rational due diligence and financial insight that positions portfolios for optimal growth.
We believe in empowering our clients with knowledge, ensuring they have a complete understanding of the investment strategies driving the allocation of their money.
From easy access to portfolio performance metrics to our clear and transparent fee structure, CWA is committed to a relationship built on trust and transparency.