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Christopher B

Series 63, Series 65

New Hope, PA

CW Advisors, LLC

Christopher Brashier is a financial advisor at CW Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Chb Investment Group, LLC and Wells Fargo Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment strategy combining active, passive, quantitative, and ESG approaches, utilizing both third-party and internally managed strategies.

Wealth management ESG / Sustainable investing Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Christopher L

CFP®, Series 66

New Hope, PA

CW Advisors, LLC

Christopher Lindenthal is a CFP® with 18 years of industry experience. He has worked at CW Advisors, LLC since 2025 and previously spent over a decade with Chb Investment Group, LLC and Wells Fargo Advisors. Lindenthal is also co-owner of Curious Finds, an antique goods business based in Doylestown, PA. CW Advisors serves a diverse client base including individuals, families, trusts, estates, and institutional entities, offering wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, utilizing both third-party and internally managed money managers.

Wealth management ESG / Sustainable investing Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Debra J

Series 66

New Hope, PA

CW Advisors, LLC

Debra Jones is a financial advisor at CW Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked for CHB Investment Group, LLC and Wells Fargo Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by both third-party money managers and internal risk-managed strategies.

Wealth management ESG / Sustainable investing Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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