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Balance Sheet Approach

CCWM utilizes a ‘balance sheet approach’ to managing wealth, which considers all of your assets, liabilities, and personal situation to make better, more informed investment decisions. We begin with a customized plan that focuses on your bottom line and emphasizes after-tax returns. Our recommendations are based on your complete financial picture. We provide you with financial insight to suit your needs and give you access to unique investments, diversified around concentrated assets such as family businesses, illiquid holdings and real estate. Our investment professionals get to know you and customize a plan for your portfolio that is unique.


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