CWS Financial Advisors traces its roots to 1983, when a local A.G. Edwards office was established in Kalamazoo. In 2018, the firm became an independent registered investment adviser, further strengthening its commitment to client service and acting in clients’ best interests.

Over the years, we’ve been fortunate to grow alongside many of the families we serve. While our name and structure have evolved, our mission has remained the same: to provide thoughtful financial guidance, deliver real value, and to always put clients’ interests above our own.

Today, more than 40 years later, CWS serves households in over 30 states from offices in Kalamazoo, Michigan, and the San Francisco Bay Area.