CWS Financial Advisors is a boutique wealth management firm serving affluent households and families in over 30 states. With offices in Kalamazoo, Michigan and the San Francisco Bay Area, and a legacy dating back to 1983, we build lasting, principal-led relationships with clients wherever they are.
Know that our firm is personally vested in your success. Because you build a direct relationship with a firm principal from the very first meeting, you can be assured that every step of your process with us will be handled with expertise and understanding.
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