CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families in Southern California.

What We Find With New Clients

1. Accounts In Many Places

Vertical Divider

We Help You Clean It Up and Get Your Finances Organized

2. No Clear Goals Defined

Vertical Divider

We Help You Set Your Goals & Build a Process To Track Your Progress

3. Inefficient Investment Portfolio

Vertical Divider

We Align Your Investments To You and Your Goals

4. Inefficient Tax Management

Vertical Divider

We Help Minimize Taxes and Implement Advanced Strategies

Financial Planning Ideas You Should Know About

We've built a library of E-books focused on our most helpful financial and tax planning concepts in an effort to educate and inform people just like you!  Below are a couple of our most read topics.  Take a look and see if any of these strategies may be right for you.

The Mega-Back Door Roth

Do you make too much to contribute to a Roth IRA?  This is how smart investors use the rules to fund one.

Avoid Tax Mistakes

Do you own a business?  These are the top 5 tax mistakes we see business owners making.

Top 5 Investor Mistakes

These are the top 5 errors we see most commonly when reviewing new clients' portfolios.

Our Team Has a Report Card Worth Bragging About

At CWT we are proud of the work we've done and the clients we serve.  Each new client is an addition to our family and we pride ourselves on providing the highest level of service and advice in the financial services industry.
Advanced Designations
Over
YEARS OF EXPERIENCE

Would You Like To Become A Referral Partner?

Are you a CPA, Estate Attorney, or other Trusted Advisor to individuals, their families, and their business?

​At CWT, we work closely with our clients and their trusted advisors.  If you would like to inquire about becoming a part of our referral team, let us know!

San Diego Location:
3570 Carmel Mountain Road, Suite 150           San Diego, CA 92130          (858) 707-7260

Brea Location:
3 Pointe Drive Suite 111           Brea, CA 92821          (714) 332-2910