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Client-Centric Fiduciaries

We are fully independent and all of our strategies are customized for you and your goals.

Long-Term Relationships

We work best with clients who value the long-term relationships we build. We serve as your guide to pursue your long-term goals.

Understand & Improve Your Financial Life

We enjoy educating our clients and providing the solutions they need to pursue their financial goals, without all the complicated language. We create clarity out of complexity.

Focused on Your Wellbeing

Our clients are the priority and we always put you and your goals first.

This Just in: CCWM Seasonal Magazine

Perspectives Winter 2021 Edition

In This Issue:

Financial Gifts: What You Should Know
Smart Moves for the New Year and Beyond
Stepping Up and Giving Back: Doing What You Can for Your Community
A Walk Atop the Snow

Claim Your Free Copy Now!

Eric Paul Zeitler, AIF® , CRPS®, CMFC®

Private Wealth Manager/Founding Partner

210-807-7599

ericz@ccwmgmt.com

Eric Weissgarber, MBA, CFP®, CLU®, AIF®

Private Wealth Manager/Founding Partner

210-807-7599

ericw@ccwmgmt.com

Ty Hodges, CFP® AIF®

Private Wealth Manager

210-807-7599

tyh@ccwmgmt.com

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