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CWP Private
Wealth Management

Independent, Fee-Based Registered Investment Advisor

Retirement Planning

Saving enough in order to live comfortably in your retirement should be the goal of every individual. With rising costs that are unpredictable, it has become quite difficult to determine how much money will be needed and social security alone cannot adequately meet all your retirement income needs. Let us help you to develop a retirement strategy and saving plan. If you already have a plan in place, we can review your plan and make adjustments to ensure that your current investments and allocation keep you on track to meet your financial needs during your retirement.


Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps me ensure that your portfolio aligns with your investment goals and expectations.

Financial Planning

Financial Planning is a process of ascertaining a client’s financial goals and developing a plan for achieving those goals with ongoing and periodic reviews, making adjustments as necessary when there are changes in the client’s financial profile. We can develop a financial plan tailored to your specific financial situation to keep you on the most appropriate path to achieve your goals.

Tax Planning

Every investment decision made impacts taxes. We help minimize life’s biggest expense by combining tax planning with our investment advisory services. Aggressive tax planning is essential, particularly if taxes are impacting your portfolio results. Ordinary income taxes on investments can reduce returns therefore seek a strategy based on capital gains which are typically lower. The best tax planning is done throughout the year before you meet with your tax preparer. Sound tax awareness often drives asset allocation decisions and may enhance returns by as much as 1-2% annually.


Fact 1

In a study conducted by a human resource consulting firm (AON), they found investors who sought financial advice had 79% more wealth than those who did not.

Fact 2

According to a Charles Schwab study, Self-Directed Brokerage Account (SDBA) participants who worked with an advisor had an average balance of nearly twice as much as the accounts held by non-advised participants.

Fact 3

According to Vanguard, the largest US mutual fund company, people that get help with their investment allocations outperform individuals that do not get help by over 3%.

Fact 4

Without help, investors make mistakes. The average equity investor underperformed the S&P 500 by 6.18% over the past 30 years, which is 1.33% better than inflation over the same period.

Strategic Alliances

Charles Schwab & Co., Inc.