A complete list of active advisors currently associated with CWS Financial Advisors LLC

Warmer can help you find a great advisor at CWS Financial Advisors LLC or one who fits your needs even better.

CWS Financial Advisors provides discretionary and non‑discretionary investment management, wealth management, financial planning, and retirement plan consulting to a mix of individual clients (including high‑net‑worth individuals), trusts, estates, charitable organizations and business entities. The firm also advises on assets held outside primary custodians such as variable annuities and employer‑sponsored retirement plan accounts. CWSFA employs a strategic, long‑term, objective‑based approach to portfolio construction, building portfolios primarily from institutional‑share mutual funds, ETFs, and select individual securities and tailoring allocations for growth, income, or wealth conservation based on client goals and tax considerations. Manager selection emphasizes qualitative factors (firm pedigree, manager experience, and philosophy) and cost sensitivity, the firm frequently uses third‑party sub‑advisers and platforms, and portfolios generally exhibit relatively low turnover. Compared with peer team firms, CWSFA reports an unusually high level of assets under management per advisor (over $1.3 billion in AUM with six advisors), a characteristic that coincides with substantial use of sub‑adviser strategies, negotiated institutional share classes, and participation in custodial institutional programs. The brochure also discloses a recent change in ownership—acquisition by Aspen Standard Group, LLC (a holding company affiliated with Alpine Investors)—which aligns the firm with a network of other registered advisers and institutional resources and is noted as creating both operational access and potential conflicts disclosed in its filings.

To learn more about the advisors currently working at CWS Financial Advisors 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.