Helping You Plan For What Matters Most
At CWA, our team of dedicated financial professionals will work closely with you to help you live comfortably today and protect your legacy for the future. We believe that the path towards your financial future requires a clear vision, a detailed plan, and a dynamic team. We believe the best results start by having a plan that is tailored to you and your goals. By evaluating your financial goals, what’s important to you, your attitudes towards investment risk, and time horizon enables us to better understand your needs and identify appropriate financial strategies.
CWA has financial advisors and planners across the states of Pennsylvania, Florida, New York, Maryland and Michigan.
Our services include:
- Comprehensive Financial Planning
- Retirement Planning
- Social Security Distribution Planning
- Wealth Management & Portfolio Growth
- Personal and Asset Protection
- Business Continuity & Retirement Planning
- Education Planning
- Multi-Generational & Estate Planning
- Charitable Gifting Strategies
Our Niche Areas of Expertise
The advisors at CWA are knowledgeable in a wide array of investment and financial planning topics. At CWA, we understand that your interests, values and personal situation may influence your investment or saving strategies. That is why we’ve developed niche teams, compiled of advisors that have spent years learning and cultivating their knowledge in these areas. These advisors share their expertise in these areas to find the best strategies that align with your needs.
At CWA we’ve developed a turnkey process for working with plan sponsors that enables us to design tailored retirement plans benefiting both the company and its employees.
Environmental, Social & Governance (ESG) Investing
The CWA ESG team utilizes analytical and screening tools to identify the ethical, environmental, and sustainability goals that are most important to you.
Comprehensive Financial Planning
The path towards your financial future requires a clear vision, a detailed plan, and a dynamic team that is exclusively positioned to assist in finding solutions to solve even the most complex financial situations.
Invest Like a Woman
The advisors at CWA aim to empower their female clients and women alike by guiding them through the investing and financial planning processes and building their wealth to help them achieve their financial goals.
Invest in Your[Future]self
Working with a CWA Financial Advisor can help guide you through complicated financial decisions so you can have less stress, more confidence and more time to focus on your life and the things you enjoy, not your finances.