Bethlehem, PA Office

Sarah Caine is a CFP® at CW Advisors, LLC with 2 years of industry experience. Prior to joining CW Advisors in 2024, she worked at Agili, P.C. for 22 years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities, offering wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated business unit providing sub-advisory and operational outsourcing services.

Marilee Falco is a financial advisor at CW Advisors, LLC in Bethlehem, PA, holding the CFP® and ChFC® designations with 15 years of industry experience. She worked at Agili, P.C. for 13 years prior to joining CW Advisors in 2024. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

Jennifer Pieson is a financial advisor at CW Advisors, LLC with a Series 65 designation. She has over 20 years of industry experience, having worked at Agili from 2003 to 2024 before joining CW Advisors in 2024. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach using active, passive, quantitative, and ESG strategies, and offers services such as wealth management, family office solutions, retirement plan advisory, and portfolio management.