As articulated by Matt Evans, our CEO, we’re on a path to create “a stronger private wealth organization with a national footprint, backed by the strength, focus, and enterprising spirit of CWB Financial Group.”1 Our practice is driven by a commitment to providing thoughtful advice, sound planning, and professional investment management customized to the needs of our client families.
This philosophy for client care touches each team member, and our senior leaders are always ready to roll up their sleeves and jump in where needed. In the years ahead, transformation, growth, and continuous improvement will be the cornerstones to our success. We’d love to have you join us on our journey. If you’re looking for a company who puts people first, provides opportunities to grow and contribute, and offers an incredible employee and client experience, look no further – our culture is right for you!
1 Grow Together CWB Wealth Management, Sept 2021