Trust is our main focus at CWM. We also understand that it is not given but rather earned over time. We feel that we are able to earn our clients’ trust through relationship building, expertise, and consistency.
Relationship Building: By getting to know our clients very well through our Financial Planning Process (Financial GPS), we begin to understand where they are and where they are going with respect to their retirement.
Experience: All of our client-facing people are licensed and those that make recommendations are Certified Financial Planners with 10 to 20+ years of experience in financial and retirement planning.
Consistency: Because we have a Five Step “Right on Retirement Process,” each and every one of our clients gets to experience the consistency and thoroughness of our Wealth Management Program.