At CWS, we focus on providing comprehensive wealth management services to affluent households and families. Growing wealth, transitioning from employment to retirement, navigating the complexities of the sale of a closely held business, generational wealth transfers — each client has their own unique story. As your needs and priorities change throughout your life, we’re with you and your family, every step of the way.
Our process is centered on you. We work closely with you to develop a customized wealth management plan. Your unique strategy will include asset management along with income and balance sheet evaluation, estate planning, and tax optimization opportunities.