About Us

TRUE INDEPENDENCE

As an independent financial services firm, each licensed professional on our CWA team remains entirely independent and unaffiliated with any particular investment or insurance company.  We have the freedom to present specific strategies regardless of the company developing the product or investment.

WHY YOU DESERVE INDEPENDENT ADVISORS

  • Independent advisors have your best interests in mind
  • We provide investment and planning guidance free from corporate pressures.
  • We focus on you and your journey.

THE FREEDOM TO CHOOSE

We offer some of the best products from the vast array available to us.  This wealth of products not only provides you with the most individualized services and advice in the marketplace, but it also fosters a healthy level of competition between corporations to create the competitive products for you.

WE DO THE RESEARCH

  • We assess Value not just Cost
  • Are you getting what you’re paying for?
  • Are you paying for something you don’t need or want?
  • What is the reputation of the company behind the product?
  • What have our years of experience taught us about each company?

What you need to feel secure.

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We're here to put you on the right financial track.

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Planning
Done Right

Dedicated to your personal and professional financial well being.

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