Personalized financial planning, investment management, and tax planning.
As a fee-only advisor, CWS operates free from the endless scandals that plague nearly every large firm. We will sell you no products, and you will never pay commissions on your investments.
We are fiduciaries that truly serve our clients' best interests. We do not accept any type of compensation that could create a conflict of interest.
You deserve financial solutions tailored to you. Enjoy the benefits of a personal relationship with your advisor, and avoid the off-the-shelf recommendations many larger firms would offer.