Who We Serve
Our growth has come almost exclusively through client introductions, allowing us to allocate more time and energy toward our clients and their planning. Your trust and willingness to refer us has allowed us to serve as we do. THANK YOU for your continued support of our mission to; "provide meaningful financial planning with a relationship that offers clarity and confidence to create your financial future today, tomorrow, and for generations to come".
WE FOCUS ON HELPING THREE TYPES OF INDIVIDUALS
These individuals often have questions around...
ENTREPRENEURS & BUSINESS OWNERS
- How do I plan with majority of my wealth tied up in my business?
- What should I think about with tax mitigation, risk management and asset protection?
- Is there a BETTER way to attracting AND retaining key employees?
CORPORATE LEADERS & PROFESSIONALS
- What should I do with my concentration in company stock?
- How do I navigate my deferred compensation/benefit complexity?
- Is there a way to reduce my significant annual tax burden?
NEARING OR NEWLY RETIRED (+-5 Years)
- Have I accumulated enough to stay retired?
- How do I distribute my assets and reduce tax drag?
- What should I do proactively/reactively for generational planning intent?
THESE FOLKS ARE OFTEN
- Recently retired, or considering retirement, from a successful career.
- High income earners, with a 6-to-7 figure balance sheet
- Professionals in finance, tax, law, and medicine
- At capacity with work, family, community, etc.
- Aligned with CWM core values of growth, positivity, consistency, integrity
ADDITIONAL CONSIDERATIONS
- Majority of our clients were already working with an advisor when we met. Our clients appreciate and understand that not one advisor has a monopoly on all the financial strategies available.
- We never assume that someone’s in the market for our services. We find those who have it “all taken care of” often need our help the most, while others surprise us with their accomplishments.
- We are never "salesy". If someone wants to visit with us, great! If they don’t, no problem.