CWA Services

Design. Build. Protect. We curate a plan to achieve what’s most important to you.

We embark on a personal discovery process to uncover what’s important so we can design a plan customized to address your deepest wants and needs. With academic research and financial science as the foundation, we build a plan that’s the perfect fit, with distinct objectives and attainable action items. Then we protect the plan by checking in to measure progress toward goals and adjust as needed.

Our approach to success…

Design

One of the most important parts of developing a better long-term financial plan is developing a better understanding of you. By discovering, and continually rediscovering, your ever-changing values, goals and challenges, we ensure your personal and financial priorities align. Starting from where you’d like to go, then working back from there. Getting an accurate LifeMap is not only crucial to getting to know you, but also helping us to know exactly where you’d like to go. It allows us to paint a clearer picture and ensures every step we take brings you closer to where you’d like to be.

Build

Once we discover your wealth and life goals, we’ll build and continually evolve an evidence-based plan to get you there. Tapping into the resources and strength of our entire team, we’ll do the legwork to provide clarity as we co-plan your financial future together and work toward fulfilling your goals.

It’s a comprehensive approach, informed by your LifeMap to not only help you reach your more granular goals like debt optimization and education funding, but determining how you can prepare for more ambitious, meaningful goals like wellness, family and making a long-term impact.

Protect

Life isn’t linear, and neither is any effective investment strategy. Because as your goals and values change, so do our strategies and advice. Which is why we don’t provide a rigid, solitary plan, but rather a fluid, ever-evolving process — optimized to meet your changing needs.

Of course, it’s not only your needs and desires that change over time. We continually and proactively educate our clients on how changes in the markets, economy, tax legislation and the emergence of new strategies can improve their overall plan.

CWA Expertise

Increase your financial plan’s odds of success with evidence.

  • Investing makes it possible for many of us to achieve important lifetime goals, such as retirement. That’s why we believe a better wealth experience requires an evidence-based investment approach rooted in financial science and grounded in real-world results.
  • Our Investment philosophy is based on nine decades of data, analysis and research, insights from behavioral finance and close relationships with leading academics — including our Investment Policy Committee advisors, Dr. Meir Statman and Nobel Laureate Dr. Harry Markowitz.
  • See what it’s like to have decades of objective, peer-reviewed market research working for you. Your investment plan uses cost effective and tax efficient strategies that are appropriately matched to your risk tolerance and will help increase your odds of living the life you envision.
  • You deserve the brightest minds on your side. An investment strategy driven by rigorous, peer-reviewed research gives you the best chance at reaching your goals. The strength of your plan comes from advanced strategies rooted in academia plus our committee-based approach to investment policy.
Learn more about our committee approach

The Fundamentals of Asset Class Investing

The first goal of your financial plan should be to avoid outliving your money. Download our report and learn how asset class investing can help you achieve your goals.
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The Fundamentals of Asset Class Investing