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Home
About
Our Story
Meet The Team
Strategic Alliances
Services
Retirement Planning
Riskalyze
Financial Planning
Tax Planning
Wealth Management
Estate Planning
FAQ
Resources
Monthly Commentary
Links
Contact
Client Login
Meet The Team
David Lake
Portfolio Manager
David Rosenow
Business Manager
Lisa Heiden
Office Manager
Beau Becker, MBA
Operations Manager & Analyst
Deborah Beth
Service Manager
CWA Employees Servicing CWP
Praful Velagapudi, MBA
Investment Analyst
CWP utilizes the services of professionals employed by Capital Wealth Advisors, LTD, an investment advisory firm owned by David Lake.
