Investing with us
We are always available to help our clients.
Risk tolerance determination, asset allocation, financial projections, retirement planning and estate planning are some of the services we provide our clients. We provide all clients with their own login credentials so they can view accounts on their desktop or handheld devices.
CWC Advisors was founded in 2000 along with its parent company, Cleland Woolworth Capital Group.
Initially, CWC Advisors focused exclusively on providing portfolio management services to high net worth individuals. Within a few years, its performance relative to peers began to attract the interest of Institutional Investors.
In 2009, CWC Advisors officially expanded its portfolio management services and began managing institutional accounts investing in CWC’s Small Cap portfolio.
Discover your options
From Retirement & Estate Planning, to College Savings Guidance, we provide a variety of financial services to help you build for the future.
Risk tolerance analysis
Determining your risk tolerance is a vital step for every investor as they begin to create a long term investment plan. Knowing your investment time horizon and your ability to tolerate market fluctuations over long market cycles will allow you to better achieve your long term investment objectives.
Asset Allocation Analysis and Implementation
Once your risk tolerance is determined your CWC team will create an asset allocation strategy that will help you reach your long term goals. Asset allocation changes can be made at any time based on changes in the market and changes in your risk tolerance profile. Life changes and retirement are both examples that would require further asset allocation analysis.
Retirement planning
We support clients by providing asset level analysis as you work toward retirement. 401k contributions, fixed assets and savings toward your goals are all factored into the projections. By doing this, you will be able to visualize your long term plans into the future.
Estate Planning
Establishing and understanding an estate plan is an important part of protecting your assets. We work with clients to determine the best course of action in order to minimize taxable events as estates are transferred from one family member to another.
College savings guidance
The cost of education is soaring. The sooner saving for college occurs the better off you will be. We will guide you and determine the best investment vehicles available on a State be State basis.
Business Transition
For business owners the time may come for a liquidity event. We provide guidance to business owners on how you can best be prepared prior to a business sale or ownership transition. Taking the time on the front end of a transaction will benefit you over the long term.