With personalized guidance for private wealth, institutional money management and personal investing, CWB Wealth Management is your trusted partner that understands you're more than just your money. In this issue of Grow Together, we continue showcasing more of our talent from the different organizations.
We hope these insights provide you with the thoughtful advice, sound planning, and professional investment management we're committed to delivering to you. Le 1er juin 2020, CWB a complete l'acquisition de Conseillers T.E. Nous sommes heureux d'etendre nos prestations de services a la clientele francophone de Conseillers T.E.
We hope these insights provide you with the thoughtful advice, sound planning, and professional investment management we're committed to delivering to you. Le 1er juin 2020, CWB a complete l'acquisition de Conseillers T.E. Nous sommes heureux d'etendre nos prestations de services a la clientele francophone de Conseillers T.E.
Services
With nearly 15 years in the financial services industry, Matt has a background as an experienced private wealth advisor and has held progressive leadership roles with CWB Financial Group in corporate strategy, mergers and acquisitions, and investor relations. With nearly 20 years in the financial services industry, Jim has extensive experience in sales, operations, and management.
Financial success is rooted in meticulous planning. This is why we put financial planning first. You are more than your money. We look at who you are and what's most important to you before deciding upon what kind of financial planning solutions will work best for you. We want to build the right financial plan for your future.
Becoming a client of CWB Wealth Management means you have a complete, human, financial team behind you dedicated to delivering an integrated wealth management approach. When we say integrated, we really mean it - a deep discovery, harmonized banking, comprehensive investment management, and a meticulous wealth planning strategy all incorporated into a sophisticated plan.
Our portfolio managers have a fiduciary duty to put your investment needs above all else. Through open and honest discussions they advocate on your behalf, working to deliver your best financial well being. We work with you to determine what level of risk you are comfortable with, what your financial objectives are, and what your time horizon is.
We believe that financial planning and investments go together. On this team, you are a key player. Our Private Client Team collaborates with you to understand your financial goals to create a personalized game plan. Robert's background includes over 10 years of helping business owners with financial planning, which has helped specialize him in wealth preservation, risk management, wealth integration and retirement planning.
Reviews
Be the first to review CWB Wealth Management.
Write a Review