Is it time for a change?

The reality of transition is like a root canal with no anesthetic!  We know that.  But there are times when your vision becomes impossible in your current situation.  Do you sometimes feel squeezed by what your home office will allow you to do—or not let you do?  We understand that.  One of our core values is flexibility.

Make your last move!

If you are going to change, it is not about the money, its about the future.  Where is the environment best suited for you to realize your full potential?  If you can achieve that, the money will take care of itself.   If you need to change, find partners who are willing to listen to you, and encourage you with constructive advice to help you achieve success.  Those kinds of relationships last. 

Let’s talk.

We are not interested in being all things to all people.  We are looking to be all things to a few people.  It’s all about the fit.  If you are a good fit for us, and we are a good fit for you, this could be the beginning of a beautiful relationship.

Leadership | Relationship | Creativity

Why CW Financial Strategies?

We believe the day of the generalist in financial services has past and the era of the specialist is upon us.  In today’s competitive environment an advisor must be able to present to the public a level of expertise and specialization to command reasonable compensation for their services.  Helping advisors transition from being a generalist to a specialist is at the core of our business. Our role with advisors is to provide them with leadership, relationship and creativity.  Read More.

What We Offer

The Traditional Commission Models

Fee Based Financial Planning Model

401 (k) and Qualified Plan Specialists

Check the background of investment professionals on FINRA’S BrokerCheck.