Small Town Values, Wall Street Expertise.

For many, understanding and managing their investments can be both intimidating and at times, confusing.

But it doesn’t have to be.

At CWA, we will work closely with you to understand what’s most important to you and your family. We will simplify the complicated and will design a tailored, comprehensive financial strategy aimed at achieving your goals.

Built on the principles of integrity, flexibility, commitment and kindness, we strive to deliver a comfortable and personalized experience at every opportunity. With over 150 years of industry experience, our team has the expertise to help you through every stage of life’s journey.

Our Core Values

Are You Ready to Get Started with CWA?

Contact CWA