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Investing Fueled By Knowledge,
Simplified By Technology.

Trust. Growth. Experience.

The CWC Advisors management team provides extensive expertise in portfolio management.

 

We help invest in your future through diversified portfolios and personalized services. 

Why choose CWC? 

For 22 years we have proudly serviced the Pacific Northwest Region with our professional and personal approach to finance.

Our portfolio management team deploys a research driven process that focuses on identifying undervalued assets in the marketplace. Our value driven philosophy helps create portfolios that tend to be sustainable through market cycles. 

Your trust is our biggest investment.

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Thane Cleland

CEO & CIO

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Gary Woolworth

President, CCO

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Eric Hamilton, CFA

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Jeff Hussey, CFA

Wealth Advisor

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Portfolio Manager & Analyst

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Ty Cleland

Diane Landgraf

Aubrey Cleland

Vice President, Client Relations

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Office Manager & Trader

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Communications Coordinator

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Quarterly Investor Updates

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Do You Know Your Risk Score?

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This Risk Score Tool should not be interpreted as an offer to buy or sell, as a solicitation of an offer to buy or sell, or as a recommendation to buy, sell, hold, or trade, any particular security or strategy. A user should not presume that the securities/products/recommendations identified will be profitable. This tool is used to provide a risk tolerance score for informational purposes only. Should the user engage CWC, a more comprehensive risk tolerance assessment will be conducted before any investments are made to ensure the investments are appropriate for the individual investor. 

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503.968.0950

5800 Meadows Road, Suite 230
Lake Oswego, OR 97035

CWC ADVISORS PROVIDES INVESTMENT ADVISORY SERVICES THROUGH IT'S AFFILIATION WITH CLELAND WOOLWORTH CAPITAL GROUP, LLC, A SEC REGISTERED INVESTMENT ADVISOR

© 2021 CWC ADVISORS

Not FDIC insured * No Bank Guarantee * May Lose Value. Investing in securities involves risk, and there is always the potential of losing money when you invest. Before investing, consider your investment objectives and CWC Advisors’s fees and expenses. Past performance does not guarantee future results. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where CWC Advisors, LLC is not registered.

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