Our Team
Your relationship means everything to us, and it’s all about delivering an exceptional value that exceeds your vision.
Founding Partners
“Not only are families trusting us with their wealth, but our team members are trusting us with their futures.”
President & CEO, Managing Partner
“A lot of clients can appreciate the lifelong dedication it takes to building a company like CWA.”
Chief Operating Officer, Managing Partner
“Families trust us with guiding their wealth, we never forget that.”Chief Investment Officer, Managing Partner
“At the end of the day the only thing that matters is that we earn your trust and we help you live your financial life the way you want to live it.”
Chairman
Filter Team
Senior Vice President | Private Wealth Management
Senior Vice President | Private Wealth Management
