CW ADVISORS

We're a national, independent investment management firm that puts clients first. We aim to preserve and grow wealth that fuels passions and creates legacies with plans custom-tailored to each of our clients... We always aim to do what is best for our clients. That's why at CW Advisors, we work in a strategic partnership with Congress Asset Management Company. Combining our strategic planning and oversight with their detailed execution, we are able to employ techniques that are traditionally only utilized by the most sophisticated, institutional investors. In doing so, we are enabled to build optimized, efficient portfolios that seek to maximize the amount of potential return for a given level of risk... At CW Advisors, we build real connections with our clients, crafting custom portfolios with an array of global asset classes based on your needs.

Also known as: CW Advisors, LLC, CWA

Primary location: Our United States