Our Team
Your relationship means everything to us, and it’s all about delivering an exceptional value that exceeds your vision.
Founding Partners
William Beynon
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“Not only are families trusting us with their wealth, but our team members are trusting us with their futures.”
President & CEO, Managing Partner
Blaine Ferguson
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“A lot of clients can appreciate the lifelong dedication it takes to building a company like CWA.”
Chief Operating Officer, Managing Partner
Lewis Johnson
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“Families trust us with guiding their wealth, we never forget that.”
Chief Investment Officer, Managing Partner
Joe Moglia
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“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.”