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.

Comprehensive Financial Planning

Environmental, Social & Governance (ESG) Investing

Company Retirement Planning Strategies

Investing Strategies Tailored to Women

Wealth Management & Portfolio Growth

Education Planning

Multi-Generational & Estate Planning

Personal & Asset Protection

Charitable Gifting Strategies

Social Security Distribution Planning

Strategies For Wealth Builders