Our Advantage

Some of the main advantages of working with CCWM include:

Independence

As independent financial advisors, we offer customized advice that has your best interest in mind. We aren’t tied to proprietary products and aren’t motivated by commissions and sales quotas. We have the flexibility to recommend and choose from a wide range of diversified portfolios that are personalized to hit your financial targets.  

Valued

We are a valued partner to our clients and believe that trust is earned, not given. Our clients continue to refer us to their friends and family because of our high-quality advice and the individualized attention we give. We are also fiduciaries, which means we are legally obligated to act in our clients’ best interests. You always come first. 

Transparency 

At our firm, there are no hidden agendas or surprises when it comes to your finances. We lay everything out on the table and tell you what you need to hear, not necessarily what you want to hear. 

We have access to a number of investment vehicles and our open architecture is always “Built around You.” Contact us today to experience the CCWM difference.