What You Need to Feel Secure

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.

Individuals & Families

As your family grows, so do your financial priorities and goals.

Retirement Plan Sponsors

Offering a 401(k) plan to your employees comes with tremendous responsibilities. We help you to understand your responsibilities and what solutions are best suited for both you and your employees.

Business Owners

From designing a custom retirement plan to fit both your needs and the needs of your employees to implementing contingency strategies designed to provide you peace of mind when the unforeseen occurs, we can help.

State & Federal Employees

As a state or federal employee understanding your benefits and planning for the future can be complex and at times, confusing. Our team will help you understand and deliver relevant options best suited for you and your family.

Trusts, Non-Profits & Foundations

We understand what it takes to navigate the unique challenges and opportunities facing your institutional wealth.

Are You Ready to Get Started with CWA?

Contact CWA

News & Events

4 Things To Consider If You’re Thinking Of Retiring Early

Sept 22, 2020 | Lena Rizkallah, JD, CRPC® Many people dream of retiring early.  My neighbo…
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Cheat On Your Diet, Not Your Retirement Plan

Sept 14, 2020 | Lena Rizkallah, JD, CRPC® It seems that everyone is on some type of diet these …
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What’s in a number?

Sept 8, 2020 | Lena Rizkallah, JD, CRPC® At what age does middle age begin?  Nowadays, man…
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