CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition.

What We Find With New Clients

1. Accounts In Many Places

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We Help You Clean It Up and Get Your Finances Organized

2. No Clear Goals Defined

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

3. Inefficient Investment Portfolio

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We Align Your Investments To You and Your Goals

4. Inefficient Tax Management

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We Help Minimize Taxes and Implement Advanced Strategies

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