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

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

CWM Partners provides portfolio management, financial planning, and adviser-selection services primarily for high‑net‑worth individuals, charitable foundations, corporations and family businesses. The firm produces client-specific Investment Policy Statements, offers ongoing portfolio monitoring, and provides consulting services such as succession planning and facilitation of family meetings. CWM offers both discretionary and non‑discretionary engagement models, though its most recently reported assets under management are predominantly non‑discretionary, so clients commonly retain final trade authority even as CWM advises on strategy. The firm constructs diversified portfolios by allocating to third‑party managers and sub‑advisors across a broad set of strategies — including long/short and long‑only equities, fixed income and credit, hedge funds, private placements and ETFs — and conducts qualitative and quantitative due diligence before selecting managers. Distinctive features include an explicit subscription to the Institute for the Fiduciary Standard’s Real Fiduciary Practices and the use of contracted sub‑advisors (with documented due diligence, including possible in‑person reviews) to manage portions of client assets. A principal’s active role facilitating a high‑net‑worth peer network and the firm’s focus on sophisticated investment vehicles and consulting for family offices and businesses differentiate CWM from many peers of similar size.

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