Complete Wealth Management, LLC (CWM) is a top-performing financial advisory firm with a wealth of experience in assisting clients in achieving their financial goals. Founded in 2008, CWM has quickly become a trusted source for financial expertise, offering a comprehensive suite of services to individuals and businesses alike.
How does CWM Help Clients? Key Takeaways:
CWM provides clients with personalized financial advice and solutions to help them achieve long-term financial stability and success. Their team of highly experienced and knowledgeable advisors works closely with each client to develop a customized financial plan tailored to their unique needs and goals. From investment management to retirement planning, tax strategies, and estate planning, CWM offers a full range of services to ensure their clients are well-equipped to make informed financial decisions.
Facts and Insights:
As of December 2019, CWM manages over $500 million in assets under management (AUM). The firm has a team of 15 advisors, with a combined 200 years of experience in the financial industry. The average advisor at CWM holds at least one professional designation, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Founded in 2008 (12 years) |
Financial Services Offered:
CWM offers a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Investment Management
- Retirement Planning
- Tax Strategies
- Estate Planning
- Educational Planning
- Insurance Planning
Client Types:
CWM works with a diverse range of clients, including individuals, families, professionals, and businesses. They have a strong focus on building long-lasting relationships with their clients, understanding their unique needs, and providing tailored financial solutions to help them achieve their financial goals.
Fees & Compensation:
CWM charges a fee based on a percentage of AUM for their investment management services. For financial planning, they charge either an hourly rate or a fixed fee, depending on the complexity of the client’s financial situation. As a fee-only advisory firm, CWM does not receive any commissions or compensation from the sale of financial products, ensuring their clients’ interests are always their top priority.
Background:
CWM was founded by John Smith, a highly experienced financial advisor with over 25 years of experience in the industry. Smith holds multiple professional designations, including CFP, CFA, and CPA, and is committed to leading the firm in providing excellent financial services to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CWM is held to a fiduciary standard, which means they are legally required to act in the best interest of their clients. They are also required to disclose any potential conflicts of interest to their clients.
Whether you are an individual looking for comprehensive financial planning or a business seeking expert investment management, Complete Wealth Management, LLC has the expertise and resources to help you achieve your financial goals. Contact them today to schedule a consultation.