A complete list of active advisors currently associated with Cwm Financial Group, Inc.

Warmer can help you find a great advisor at Cwm Financial Group, Inc. or one who fits your needs even better.

CWM Financial Group serves individuals, high net worth individuals, trusts and estates with wealth management and discretionary portfolio management, and also offers written financial planning engagements on an hourly or fixed-fee basis. The firm typically requires a minimum relationship size of $500,000 and provides ongoing investment oversight, retirement-account advice and related consulting services. Investment management is primarily long‑term in orientation but may include shorter‑term trades for rebalancing, tax reasons, or to address market conditions; portfolios are generally constructed using diversified mutual funds and ETFs and may retain legacy positions when appropriate. The firm applies multiple methods of analysis (including business cycle, valuation, technical and quantitative inputs), conducts internal due diligence, and delegates some model management and back‑office functions to a sub‑advisory affiliate, CW Advisor Solutions (CWAS). Distinctive features include operating as a solo advisor while managing approximately $94.7 million in discretionary assets for 57 clients and maintaining two offices, which results in relatively high assets per client compared with many peers. The firm maintains an institutional custody relationship with Charles Schwab for execution and technology services and discloses receiving certain institutional benefits from Schwab; the principal also holds CFP certification and the firm has been in operation since 1998.

To learn more about the advisors currently working at Cwm Financial Group, Inc., 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.