Alix is the newest member of the CWT team. Her prior experience in customer service contributes to her skills in relating and cultivating relationships with clients.

As the Administrative Assistant, Alix supports all members of the CWT team.  She handles
a variety of daily tasks in order to ensure our interactions with our clients are positive and
productive.  She assists the advisors in preparing review materials and reports.

​In her spare time, Alix likes to tear down the ski slopes or spend time horseback riding. 

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.