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CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families in Southern California.
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1. Accounts In Many PlacesVertical Divider
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We Help You Clean It Up and Get Your Finances Organized |
2. No Clear Goals DefinedVertical Divider
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We Help You Set Your Goals & Build a Process To Track Your Progress |
3. Inefficient Investment PortfolioVertical Divider
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We Align Your Investments To You and Your Goals |
4. Inefficient Tax ManagementVertical Divider
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We Help Minimize Taxes and Implement Advanced Strategies |
The Mega-Back Door RothDo you make too much to contribute to a Roth IRA? This is how smart investors use the rules to fund one.
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Avoid Tax MistakesDo you own a business? These are the top 5 tax mistakes we see business owners making.
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Top 5 Investor MistakesThese are the top 5 errors we see most commonly when reviewing new clients' portfolios.
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Our Team Has a Report Card Worth Bragging AboutAt 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
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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! |