About Us
At CPW, we believe that most people are inherently wise and understand that they need a financial plan—a roadmap to follow. However, one of the biggest problems many people face is finding an advisor they can trust and an advisor they believe has the knowledge and experience to create that plan. This often leads to nothing getting done at all. Consequently, they soon find out that traveling the retirement journey without a well-designed roadmap can become difficult.
While many firms tend to have a product-first approach, we coordinate with our clients so that your financial plan is customized to your specific goals. From there, we can determine appropriate strategies that can be utilized to help achieve your goals and, ideally, reduce retirement risks. The natural flow of this process reveals the direction that makes the most sense to consider for your plan.
Core Values
Honesty & Integrity
We believe in always doing the right thing and putting the client first. You will always get straight forward answers and advice from us without fail – always!
Reliability
You can count on us to follow through with what we say we will do. We know trust is hard to earn and easy to lose, so we pride ourselves on the fact that you can count on us.
Community Impact
Both professionally and personally, our intention is to make a positive impact on our local and surrounding communities. As a company, we are committed to accomplishing this through various charitable causes and community activities.