(866) 601-3031
|
EMAIL
|
Home
|
What We Do
Estate & Financial Planning
Wealth Advisory
Family Office
|
Who We Are
Our Story
Our Team
|
CWA Insights
Market Happy Hour
Three in 3 Video Series
Trends & Tail Risks
Risk On / Risk Off
Wisdom in Wealth
|
CWA Cares
|
Get Started
Speak With a Financial Advisor
Locations
|
Careers
NAVIGATION MENU
Our Team
All
Founding Partners
Advisors
Analyst / Research
Family Office
Client Services / Operations
Richard Knepfler
Chief Financial Officer, CPA
Roxane Galati
Managing Director | Private Wealth Management, CFP®
Brenda Lawrence
Family Office Manager