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We are there for you from landing your first big job to negotiating your golden parachute

CCWM is dedicated to serving the needs of executives. Your wealth did not come easy. It was not one decision or lucky break that led to your success. It was years of planning, discipline, smart choices, hard decisions and even harder work. We built a holistic wealth management strategy that looks at your complete financial picture and applies a comprehensive suite of solutions custom tailored to the needs of executives. We realize that your life does not fit on a "cookie cutter" chart. Our team of specialists provides the combination of investment management, tax, and multigenerational planning along with access to unique investment opportunities that sets our firm apart form the competition. 

Stage 1: Wealth Creation

  • Investment Services
  • Retirement Planning
  • Establish Solid Financial Foundation

Stage 2: Wealth Accumulation

  • Benefit Maximization
  • Advanced Tax Savings Strategies
  • Risk Management & Insurance
  • Asset/Income Protection Strategies

Stage 3: Wealth Distribution

  • Estate Tax Analysis & Funding 
  • Legacy Planning
  • Charitable Pursuits
  • Wealth Transfer

We understand the executive experience

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