A complete list of active advisors currently associated with CL Wealth Management LLC

Warmer can help you find a great advisor at CL Wealth Management LLC or one who fits your needs even better.

CL Wealth Management LLC provides portfolio advisory and financial planning services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm offers both discretionary and non‑discretionary portfolio management, referrals to third‑party managers, financial planning and consulting, and participation in several wrap fee programs. CLW’s Investment Adviser Representatives gather client objectives, risk tolerance and other financial information to tailor strategies that may use fundamental and technical analysis, model portfolios, option strategies and a range of mutual funds and ETFs. Accounts are monitored on an ongoing basis and may be managed either with limited discretionary authority or on a non‑discretionary basis where client approval is required prior to trade execution. The firm’s operating structure is notable for multiple industry affiliations and related‑party activities: it is affiliated with Cabot Lodge Securities LLC and is owned by PKS Holdings, many IARs are dually registered as broker‑dealer representatives and insurance agents, and CLW discloses potential conflicts arising from those relationships. CLW also identifies related entities that act as sponsor/syndicator for private offerings (Spring Hills Holdings LLC and Berkeley Street Advisors LLC) while restricting advisory clients from purchasing those offerings through the advisory channel, refers clients to affiliated accounting and legal professionals, offers seminars/workshops, maintains four separate wrap fee program brochures, and manages a substantial portion of client assets on a non‑discretionary basis (approximately $358.6 million across 913 accounts).

To learn more about the advisors currently working at CL Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.