REAL WEALTH STARTS WITH INVESTING IN WHAT MATTERS

INVEST IN WHAT REALLY MATTERS

Discover wealth management that fits your life at CWA

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

360-degree financial analysis

Evaluating where you are now and where you want to be

Customized planning and consultation

Creating a plan that fits your life and fulfills your goals

Tailored wealth accumulation strategies

Based on your risk tolerance and life stage

OPTIMIZING AT EVERY PHASE

Ongoing allocation review

Proactive monitoring throughout the year

Adjustments and enhancements

Optimization strategies as markets change

Performance monitoring and reporting

Platform for easy access to performance data

CWA delivers the leverage of a large firm with the personal attention of a boutique advisory.

“Let CWA deal with the complexities of wealth management so you don’t have to.”

Hunter Satterfield, CWA Partner & CPA

Schedule a complimentary consultation with CWA to talk about building your legacy of wealth.

WHAT SETS CWA APART?

Experience

With over 35 years serving clients and more than $2.5 billion in assets under management, CWA Wealth Management brings robust yet rational wealth accumulation strategies to the table.

Expertise

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.

Education

We believe in empowering our clients with knowledge, ensuring they have a complete understanding of the investment strategies driving the allocation of their money.

Transparency

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.

Wealth management team insights

Avoiding Behavioral Investing

Problems with Undisciplined Investing

Goals Based Investment Strategy

REPORTS & RESOURCES

Monthly Economic Report

See a sample of our monthly economic overview reports.

Investment Philosophy

Learn more about how we look at wealth accumulation.

Five Pillars of Investing

Explore our five pillars for creating long term growth.

TALK WITH ONE OF OUR WEALTH MANAGEMENT ADVISORS

Experience the difference a custom-tailored approach to wealth accumulation can make for your family and your legacy. Contact us about setting up a complimentary consultation with a CWA Wealth Management advisor today.