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

Inflation Is Like The Tooth Fairy, No Really

April 6, 2021 | Anthony Conte, MSFS, CEPA, CFP https://www.lvb.com/inflation-like-tooth-fairy-n…
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Get Out Your Confetti, Here’s Some Good Economic News

Mar 16, 2021 | Anthony Conte, MSFS, CEPA, CFP Looking for some good news relating to the economy…
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Martini Investing

Feb 25, 2021 | Lena Rizkallah, JD, CRPC® I’m a fan of vodka martinis. I like my martinis ver…
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