Our Focus on Family & Future

We’re committed to providing extraordinary service and attention to our clients and their families. As partners in your financial journey, we are here to help you determine where you are, where you want to be, and a plan to get you there.

The CWS Difference

From our very first meeting, you will be put at ease as we discover your highly individualized goals and challenges, alleviate your concerns and questions, and create clarity for your financial trajectory. As a family-owned business, legacy is the center of everything we do. Our primary motivation is to help you make informed and confident decisions for the causes and people that are most important to you.