Our Goal

CWP was established with one goal in mind, create an investment experience that is sound, simple to understand and transparent. We strive to meet individual goals and objectives by investing capital at what we feel are attractive valuations, while never losing focus on the risks associated with the overall marketplace. Every client’s situation is unique. We listen to specific needs, long term goals, and preferences. From these conversations we work to develop customized investment strategies and solutions. We believe that performance and service are closely related.