Taste the Difference of True Independence

Each licensed professional on our team of advisors remains entirely independent and unaffiliated with any particular investment or insurance company. Working with Cambridge Investment Research, Inc., an Investment Advisor Representative we have the freedom to present specific strategies regardless of the company developing the product or investment. Allowing us to provide you with what you need to feel secure.

At CWA we have the freedom to choose.

We offer some of the best products from the vast array available to us. This wealth of products not only provides you with the most individualized services and advice in the marketplace, but it also fosters a healthy level of competition between corporations to create the competitive products for you.

Once a plan of action is in place, we monitor the portfolio in order to ensure that the investments and the course of action remain pertinent.

Understanding that no investment exists in a vacuum, we assemble our team of advisors on a regular basis to share their expertise to evaluate, focus, and adjust strategies for the weeks, months and years ahead.

You deserve an independent advisor.

While some advisors experience corporate pressure or have a strong relationship with a particular investment or insurance company, independent advisors don’t have these limitations and always work with your best interest in mind.

We do the Research

At CWA our team of advisors ask some of the following questions when developing a plan or strategy tailored to you, your situation and your goals.

  • Are you getting what you’re paying for?
  • Are you paying for something you don’t want or need?
  • What is the reputation of the company behind the product?
  • What have our years of experience taught us about each company?