Frequently Asked Questions
If you have any of the following concerns, let us know by scheduling a time to for us to talk and see how we can help.
- How much do you charge your clients?
- At CWT, we take pride in our fee transparency and competitive costs for our services. Take a look at our fee structure here.
- I already have a financial advisor, how can CWT help me?
- If you have a relationship with an existing investment manager or stock broker, we may be a good fit to create a financial projection or consult with you on all of your financial considerations by offering recommendations on ways to reduce your taxes, analyze private investment opportunities, or grow your business.
- Other than investment management, what else does CWT do for its clients?
- We strive to be a quarterback for our client's financial lives. We go above and beyond for clients by coordinating the efforts of your CPA, Estate Attorney, and other trusted advisors to make sure nothing falls through the cracks. Explore why out clients choose us here.