CWB Wealth Management

Our process

Building the right plan for your future

At CWB Wealth Management®, we go beyond asking conventional questions about retirement, earnings and savings — we rigorously examine and validate the hows, whens and whys that are absolutely necessary to building the right plan for you and your future.

From asset allocation to tax strategies, we work with you and our trusted subject matter experts to ensure that you have a thorough and actionable financial plan.

When you work with us, you’ll have a dedicated team of planners, advisors, investment managers and subject matter experts who can provide guidance on a number of areas, including:

  • Individual financial planning and solutions
  • Business financial planning and solutions
  • Tax planning
  • Investor education
  • Banking and trust services
  • Insurance and risk management
  • Investment solutions
  • Charitable giving
  • Estate planning
  1. Envision the big picture
    First, we envision the big picture with you. By framing it together, we ensure decision-making remains focused and discussions and planning are on target.
  2. Define the foundation
    Through in-depth enquiry and mutual discovery, we examine your present situation and the direction of your journey, focusing on what will help, what will make it easier and what will keep you in the driver’s seat. We look at your work or business, personal life, assets and finances, consider influences and determine the actions that need to be taken to help you meet your goals.
  3. Create a plan
    Once we’ve framed the big picture and defined the foundation, we create a thorough, actionable plan. We assess the strategies and options that best suit your circumstances and recommend solutions to protect and grow your foundation and personal welfare.