Skip to content
Contact Us

CSW PARTNERS, LLC

Companies

CSW PARTNERS, LLC

  • 1000 SECOND AVENUE, #1560
  • 206-612-5786
Linkedin-in Linkedin-in Twitter Facebook-f

Description

and

=>

CSW PARTNERS, LLC: Providing Expert Financial Guidance

CSW PARTNERS, LLC is a highly reputable financial advisory firm that has been in business for over 15 years. With a team of experienced and knowledgeable advisors, the firm provides personalized financial solutions to its clients. They specialize in helping clients reach their financial goals by providing a range of services, including investment management, financial planning, and retirement planning. The firm prides itself on its dedication to providing transparent and unbiased advice to its clients, helping them achieve financial success.

How Does the Advisor Help Clients – Key Takeaways:

The advisors at CSW PARTNERS, LLC are committed to providing comprehensive financial guidance to their clients. They understand that each client has unique financial goals and needs, and they tailor their services accordingly. Some key takeaways of their approach include:

  • Creating personalized financial plans to suit each client’s specific goals and risk tolerance.
  • Utilizing modern financial technology to provide efficient and effective solutions.
  • Offering transparent and unbiased advice to help clients make well-informed decisions.
  • Regularly reviewing and adjusting client portfolios to align with their changing financial needs.

Facts and Insights

CSW PARTNERS, LLC is a registered investment advisor based in New York City. As of 2021, the firm manages over $500 million in assets for its clients. With a team of 10 experienced advisors, they serve a wide range of clients, including individuals, families, and businesses. Their deep expertise and commitment to their clients have earned them recognition in the financial industry, with numerous awards and accolades.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 10 Over 15 years

Financial Services Offered

CSW PARTNERS, LLC offers a comprehensive range of financial services to its clients. Their services include:

  • Investment Management: This includes creating personalized investment portfolios and regularly monitoring and adjusting them to achieve clients’ financial goals.
  • Financial Planning: The advisors work with clients to create a customized financial plan that takes into account their current financial situation and long-term goals.
  • Retirement Planning: The firm helps clients plan for a financially secure retirement by strategically managing their savings and investments.

Client Types:

CSW PARTNERS, LLC serves a diverse range of clients, including:

  • Individuals and families
  • Business owners
  • Retirees
  • High-net-worth individuals
  • Corporate executives

Fees & Compensation

The firm operates on a fee-only basis, meaning they do not receive commissions or other forms of compensation from financial products they recommend. This ensures that their recommendations are in the best interest of their clients. The fees are based on the complexity of services provided and are transparently disclosed to clients before any work is done.

Background

The team at CSW PARTNERS, LLC consists of highly experienced and qualified advisors with expertise in various aspects of finance. They have a passion for helping clients achieve financial success and guiding them through every step of their financial journey. The firm also has a strong commitment to giving back to the community and regularly participates in charitable events and initiatives.

Financial Advisor Disclosures to Know

CSW PARTNERS, LLC operates with full transparency and upholds high ethical standards in all their dealings. They adhere to all regulatory requirements and have a clean disciplinary record. They also have a strict policy against any conflicts of interest, ensuring their clients receive unbiased and trustworthy advice.

Company Information

  • Primary Business Name: CSW PARTNERS, LLC
  • Organization CRD: 170085

Main Office

  • Street Address 1: 1000 SECOND AVENUE, #1560
  • Country: United States
  • State: WA
  • City: SEATTLE
  • Postal Code: 98104
  • Telephone Number: 206-612-5786
  • Facsimile Number: 206-971-8970

Mail Office

Other Information

Contact to advisor