488 Milwaukee Ave.
We, the stewards of your financial future, are intent on not just building wealth, but protecting it and preserving it to ensure your legacy. Backed by science and math, CWS is a holistic approach to personal finance that integrates all the professionals in your life. Instead of working at cross-purposes, all are synchronized, on the same team – coordinated by your FCFC macro manager, whose primary focus is providing you with the ultimate confidence, potentially freeing you to enjoy your wealth on your ownterms.
To have to understand you and it’s equally as important for you to understand us. Our method begins with taking the time to learn what you envision; the life you want to live. Before moving forward, we’ll discuss goals, our strategies and ensure there is a right fit.
Building upon your vision, we take a deeper and more analytical look at where you are. A candid assessment of your financial playing field. With an understanding of where you are, and how you got there, we can develop fresh strategies to take you where you want to go.
Developing that strategy isn’t one-size-fits-all, it’s your customized fully integrated financial model, reflecting your vision and created expressly for you. Before werecommend anything, we utilize proprietary financial simulators to stress-test your model, eliminating guesswork on the path to achieving your wealth goals.
We put the plan into motion and when we execute it’s with confidence and experienced professional focus. We keep you informed with a plan true to your vision. No mysteries or surprises, just old-fashioned hard work to make it happen by doing it right.
The only constant in life is change, and our strategy is conceived to adapt to your changing needs. Together we’ll embrace that, whether to fine-tune or totally re-calibrate as needed. Count on hearing from us regularly to ensure we’re proactive and not reactive.