A complete list of active advisors currently associated with CWP Private Wealth Management
Warmer can help you find a great advisor at CWP Private Wealth Management or one who fits your needs even better.
CWP Private Wealth Management provides discretionary investment management, financial planning, business consulting, and sub-advisory services to a broad mix of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages portfolios in common securities—stocks, bonds, mutual funds, exchange-traded funds, variable annuities, and government securities—and monitors accounts on an ongoing basis under granted discretionary authority. CWP begins with an analysis of a client’s financial circumstances, goals, risk tolerance, and restrictions and relies on methods such as charting, fundamental, technical, and cyclical analysis to build and adjust allocations. Representatives may execute trades on a discretionary basis and the firm’s stated strategies can include the tactical use of leveraged or inverse exchange-traded funds as hedges, with an internal policy limiting such purchases to no more than 25% of a portfolio at the time of purchase. The firm’s brochure also discloses several features that are less common among peers: a recent material change noted in the ADV regarding custody definitions, formal affiliations and service arrangements with other registered advisers and consulting entities, and an active role as a sub-adviser and business consultant to other financial-industry professionals. CWP’s explicit inclusion of leveraged and inverse ETFs as a permissible hedging tool in managed accounts and its combination of advisory and consulting relationships distinguish it from many similarly sized supported firms.
To learn more about the advisors currently working at CWP Private Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
West Bend, WI
| 37
|
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