CWA Wealth Manager
All of your accounts in a single access point.
CWA Wealth Manager
Utilizing an innovative tool called the CWA Wealth Manager, we are able to combine the data from all of your accounts – those we manage, as well as your company 401(k)’s, 529 investments, checking and savings accounts, real estate holdings, life insurance – into one single access point, available any time, day or night, in a private and secure location online. Accounts are updated daily, so you can monitor your cash flow and see your bottom line whenever you want; and with a click, you can print reports to see your complete financial picture.
Not only does the CWA Wealth Manager provide you with instant access to all of your financial data, it also gives us the ability to stay on top of your plan and make adjustments as necessary. This helps us to ensure your financial and life goals are met, without having to collect the data each time.
Current clients can access the CWA Wealth Manager here.
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