PLANNING FOR ALL OF LIFE'S FINANCIAL TRANSITIONS - TODAY, TOMORROW, & BEYOND
WE'RE HERE TO HELP
CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition.
We specialize in wealth planning for women facing financial transitions in life, whether it’s a change in income, sale of a business, loss of a loved one, planning for a generational transfer of assets, divorce, planning for retirement, seeking socially conscious investment opportunities, or more.
If you are selling your business, considering retirement, unsure about what to do with your employee stock options, or are in the midst of a divorce, we can help educate you on what moves you should be making now to set yourself up for success. Our wealth transition experts are ready to get to know you.
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HOW CAN WE HELP?
We would love to hear from you. Let us know how we can help.