Broker Check

Business Owners & Entrepreneurs

We are there for you from the beginning to the end. From bootstrapping and/or seed round to exiting and/or passing down the family business to your heirs.

CCWM was founded to serve business owners and entrepreneurs—to help them build their wealth and to preserve it for the future. We understand that your financial concerns and needs are unique, and we offer services tailored to match your current and long-term goals. We take the time to understand not only how you arrived where you are, but also where you and your business are headed. The result is a strategic long-term approach that serves you through each stage of your business and beyond.


  • Business Plan
  • Cash Flow & Liquidity Optiization


  • Payroll
  • Workers compensation
  • Business Insurance
  • Health Care
  • 401k
  • Group Life Insurance


  • Enhanced Tax Deductions & Advanced Strategies
  • Profit Sharing Plan
  • Premium Financing
  • Disability Insurance


  • Retirement & Passive Income Planning
  • Defined Benefit Plan
  • Efficiently Funding Buy-Sell Agreements
  • Long Term Care


  • Executive & Key-Employee Benefits
  • Deferred Compensation


  • Business Succession Planning


  • Enhancing Exit Strategies
  • Retirement
  • Legacy Planning

Work with a company built for business owners and Entreprenuers

Book an Appointment