Adairsville, GA Office

Center for Wealth Management, LLC (doing business as Center for Wealth Management Advisor) provides investment advisory and planning services to individuals (including high‑net‑worth clients), retirement accounts, and institutional plan sponsors. The firm offers financial planning and hourly consulting, discretionary and non‑discretionary portfolio management, and pension consulting for employee benefit plans.

CWM manages client portfolios through a mix of model and customized strategies, offering both a non‑wrap program (Custom Investment Management I) and a wrap program (Custom Investment Management II). It uses strategic and tactical asset allocation, LPL‑sponsored model portfolios such as Optimum Market Portfolios and Model Wealth Portfolios, and allows clients to impose investment restrictions while advisers monitor and rebalance accounts as appropriate.

What distinguishes CWM from many peers is its operation of a firm‑sponsored wrap program (CIM II), which the brochure describes as fully discretionary and covering trading costs within the program, and its operating relationship with LPL whereby some IARs also serve as LPL registered representatives and insurance producers. The brochure also discloses solicitor referral arrangements and a stated ERISA fiduciary acknowledgment for retirement plan work, reflecting both broader implementation options and explicit conflict‑of‑interest disclosures.