Located in West Bend, WI, CWP Private Wealth Management is an independent, fee-based Registered Investment Advisor (RIA). We are conversion specialists, helping Advisors convert their practice from commission to fee. CWP has over 100 years combined industry experience and a proven track record of working with Advisors to succeed under a fee-based structure. CWP is being offered to you as a Turnkey Asset Management Program (TAMP). We provide all your back office needs, systems, and account management capabilities to help you thrive under a fee-based structure. By having an experienced back office in place, you can focus on what matters most – servicing your clients!

Website

http://www.cwpwealth.com

External link for CWP Private Wealth Management

Industry

Financial Services

Company size

2-10 employees

Headquarters

West Bend, Wisconsin

Type

Partnership

Founded

2015

Specialties

Wealth Management, Retirement Planning, Asset Management, Business Planning, Registered Investment Advisor, Trading, Estate Planning, and Fee-Based