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Investment Advisory Services

CWM believes in educating our clients throughout the entire Investment Management Process by gathering data, establishing financial goals, analyzing information, implementing recommendations, and monitoring performance. With your risk tolerance report combined with personal discussion, our firm provides continuous advice to clients regarding the investment of funds.  

Our investment management services include a variety of different securities including, but not limited to: 

  • Stocks (Equities)

  • Mutual Funds

  • CD's (Certified Certificates)

  • Bonds

  • Money Market Mutual Funds

  • ETF's (Exchange Traded Funds)


We also provide various investment accounts and services including, but not limited to:

  • IRA's (Individual and Business Retirement Accounts)

  • 529 College Plans

  • Brokerage Accounts (Non-retirement)

  • Custodian Accounts

  • Annuities 

  • 401k's and 403b's

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