CW Wealth Management, LLC ("CWWM") is a wealth management and financial planning firm based in Marietta, Georgia. CWWM focuses on working with professionals in the Education, IT and Health Care industries as well as individual investors.
CWWM was established in 2020 by financial services industry veteran, Christopher Wright. Mr. Wright brings over two decades of industry experience working in both the institutional and retail sides of the financial services business. His past experience includes positions as an Equity Research Analyst, Senior Vice President of Investment Products and Regional Investment Consultant.
Mr. Wright holds a MBA - Investment Management Track from Virginia Tech and a BBA - Finance Option from Morehead State University. He is also a member of the Board of Directors and Finance Committee of the Morehead State University Foundation.
Outside of the office, Mr. Wright enjoys spending time with his wife (Kristi) and his children (Connor and Kelsie). His hobbies include fishing and golfing.
Securities and advisory services offered through Royal Alliance Associates, Inc. (RRA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Fixed Insurance services offered through CW Wealth Management, LLC.
Company Details
- Founded
- 2020
- Address
- 3225 Shallowford Rd, Building 100
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Managment, Portfolio Management, Retirement Planning, Financial Planning, Investments, Insurance, Investment Strategies, Asset Allocation, Financial Markets, Mutual Funds, Equities, Hedge Funds, Alternative Investments, ETFs, 529 Plans, Equity Capital Markets, Tactical Asset Allocation.
- HQ
- Marietta, Georgia
- Competitors
- Saffery.
Cw Wealth Management, Llc Questions
Cw Wealth Management, Llc's website is https://www.cwwealthmanagement.com
Cw Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/cw-wealth-management-llc
Cw Wealth Management, Llc's industry is
Financial Services
Cw Wealth Management, Llc's top competitors are
Saffery.
Cw Wealth Management, Llc's categories are Financial Services
Cw Wealth Management, Llc's founding year is 2020
