A complete list of active advisors currently associated with CWM Advisory, LLC

Warmer can help you find a great advisor at CWM Advisory, LLC or one who fits your needs even better.

CWM Advisory, LLC provides advisory and planning services primarily to individual and high‑net‑worth clients as well as to pension and other employee benefit plans. The firm offers financial planning, concierge services (including multi‑generational planning), and directs investment management to third‑party advisers and plan fiduciaries rather than executing securities trades in‑house. The firm’s investment process centers on identifying client goals and risk tolerance and then placing clients into SEI‑managed strategies that apply modern portfolio theory and long‑term investment approaches. CWM monitors and reviews accounts quarterly, coordinates with the subadviser on portfolio construction and tax management, and does not trade client accounts itself or maintain custody of client assets. Noteworthy aspects include a menu of ongoing “My Advisor” concierge and multi‑generation planning packages, use of third‑party estate‑planning tools (EncorEstate) for document preparation referrals, and a business model that earns advisory compensation on top of SEI’s fees. The brochure also discloses ancillary activities — limited insurance sales by representatives and an arrangement to solicit clients for another adviser — which the firm says it discloses to clients to address potential conflicts of interest.

To learn more about the advisors currently working at CWM Advisory, 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.