Why choose CWB Wealth?
With roots going back to 1939, we’ve guided our clients through multiple boom and bust cycles, and believe that your family deserves the same care and attention that we give our own families.
We’re there during the celebratory times, and steady the course during the tough times. Our first loyalty is always to the best interest of our client families. We take a comprehensive and disciplined approach to developing wealth strategies customized to you. We have an integrated and collaborative culture of highly qualified and credentialed professionals – bringing together a team of Financial Planners, Portfolio Managers, Wealth Preservation Advisors, and more.
We don't just advise and invest. We coordinate all aspects of your personal and business finances, and educate you and your family on all related matters as active participants in your wealth strategy. Our uncompromising integrity ensures we only offer solutions that are in the best interests of our clients.