Wealth Advisory
& Financial Planning*
We can accompany you in all aspects of managing your wealth and finances. As such, we:
- Develop a complete understanding of your goals and objectives.
- Assist in cash flow and financial planning, and maintain your balance sheet.
- Coordinate with your accountant to understand your overall tax situation and ensure that tax implications are incorporated in all decisions.
- Work with your trust and estate lawyers on all planning matters.
- Assist with philanthropic planning, identifying when investment assets should be used to fulfill pledges or make contributions.
- Review existing insurance policies, assess needs for additional protection, and analyze insurance in overall estate and financial plans.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. CWM does not serve as an attorney, accountant, or insurance agent. CWM does not prepare legal documents or tax returns, nor does it sell insurance products.
Wealth management is about more than account balances and rates of return. While we expertly manage our clients’ investments, we are equally focused on the human side of the balance sheet.”
– Maria L. Chrin, Founder & Managing Partner
Together with you, we connect the many pieces of the wealth management puzzle.”
– Ann Kaplan, Partner
Wealth management is about more than account balances and rates of return. While we expertly manage our clients’ investments, we are equally focused on the human side of the balance sheet.”
– Maria L. Chrin, Founder & Managing Partner
Together with you, we connect the many pieces of the wealth management puzzle.”
– Ann Kaplan, Partner
Liquidity &
Investment Management
Aggregated Performance & Asset Reporting
Multigenerational Engagement & Financial Education
Liquidity & Investment Management
Aggregated Performance & Asset Reporting
Multigenerational Engagement & Financial Education
Please review Important Disclosure Information set forth in the Disclosures section of this website.
