Broker Check

Who We Work With: Healthcare and Wellness Professionals & Individual Investors

Healthcare and Wellness Professionals

Whether you run your own private practice, are part of a group practice or employed by a hospital, most healthcare and wellness professionals have one thing in common – how to balance your work, family and personal lives.  On top of this, the rigors of your careers leave you with little time to manage your finances and investments.  And what about issues regarding repaying student loan debt, managing your cash flow, saving and preparing for retirement?  The list goes on and on.

CW Wealth Management is here to help!  We realize that you’re so busy taking care of patients that you don’t always have the time to take care of yourself.  Having an investment advisor that you can trust is critical; think of us as your primary care provider for your financial assets and aspirations.  Our overall goal is to take care of you while you take care of your patients by implementing and monitoring a personalized financial plan to help you meet your short and long-term objectives.  We will be there for you along the way from the original diagnosis, to treatment and follow-up.               

On a side note, my Mom was a Registered Nurse (RN) for over 25 years, so I witnessed the difficulties first-hand about balancing work and family life.  But with the help of a trusted investment advisor (along with a great Dad), they were always there to take me to baseball practice and watch my games as I grew up.  Also, I would be remised if I didn’t give a shout out to our family chiropractor because without him, my dream of playing baseball in college may have never happened. 

Do you have a financial plan in place?  Have you received a second opinion on your current financial plan?  If not, CW Wealth Management would love the opportunity to become your primary care provider for your financial assets and aspirations.  Please send us an email or give us a call to schedule a free, no obligation financial consultation.  Also, don’t forget to connect with us on social media for value-added content and updates.


Individual Investors

At CW Wealth Management, we believe that working closely with individual investors is an important mission for our practice.  Everyday people have busy lives, both at work and at home, and many feel like there just “isn’t enough time” to get everything done.  Do I stay late at work to meet that deadline or help my daughter with her volleyball drills?  Can I grill those steaks tonight or will it be another night of carry out?  You get the idea.  But on top of all of this, what about the time it takes to make sure that your financial assets and aspirations are in order.  Is my retirement plan on track?  Do I have the right investments and asset allocation to achieve my goals?  College expenses?  Insurance needs?  We understand that these concerns, on top of what everyday life throws at you, can be overwhelming. 

CW Wealth Management is here to help!  We have found that being able to outsource the management and monitoring of financial assets to someone you can trust can not only free up time for yourself, but can also potentially help produce higher returns over the long run.  Numerous industry studies by respected names in the financial services industry (Vanguard, Russell Investments, etc) have found that utilizing an investment advisor can add approximately 3% to 4%+ to annual returns over time.  This is accomplished by implementing best practices in wealth management such as behavioral coaching, asset allocation, portfolio rebalancing, tax management and financial planning.  What can this mean for you?  By partnering with an investment advisor and implementing the aforementioned best practices in wealth management, over a 20-year period could result in a portfolio that is approximately 60% to 80%+ higher for you and your family.  Please note that while these wealth management best practices are available to investors, they may not apply to every investor.  Individual investor’s circumstances may be different than those analyzed and past results are not guarantees of future returns.

Whether you are seeking more time to spend with your family (which is priceless) or the potential of higher wealth generation over the long-term, CW Wealth Management is here to help.  Please send us an email or give us a call to schedule a free, no obligation financial consultation.  We would love to welcome you to the CW Wealth Management Family!  Also, don’t forget to connect with us on social media for value-added content and updates.

Join the CW Wealth Management Family!  Send us a message and we will contact you to schedule a free, no obligation financial consultation.

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