Company Email Format Management

CWC Advisors

Investment Management 5800 Meadows Rd 10 employees

Employees: 10
Contacts: 4
Emails: 4
Phones: 4

cwcadvisors.com LinkedIn

CWC Advisors Overview

Headquarters: 5800 Meadows Rd
Phone Number: Available in AeroLeads
Website: cwcadvisors.com
Industry: Investment Management
Employees: 10
Founded: 2000
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Portfolio Management Wealth Management Risk Tolerance Financial Projections Asset Allocation Estate Planning Alternative Investments ETF Real Estate Investing Institutional Investing Retirement Planning Tax Planning

About CWC Advisors

CWC Advisors has been the home for trustworthy wealth management in the Pacific Northwest for more than two decades. Founded in 2000, we have proudly serviced the PNW region with our professional and personal approach to finance for over 23 years. The CWC Advisors management team combines over 100 years of portfolio management and technology industry experience. Our mission is to exceed our client’s expectations by providing sound investment advice tailored to specific needs. We excel at offering a platform of diversified investment products ranging from Separately Managed Accounts, ETF Portfolios and Alternative Investments. At CWC Advisors, our portfolio management team creates and manages globally diversified portfolios for individuals as well as small cap portfolios for Institutions. Learn more about CWC at www.cwcadvisors.com

CWC Advisors Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 4; 100.0% coverage

CWC Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Diane Landgraf	Equity Trader at Cwc Advisors, Llc	Lake Oswego, Oregon, United States	Email Phone
Thane Cleland	Cwc Advisors, Llc	Lake Oswego, Oregon, United States	Email Phone
Gary Woolworth	President at Cwc Advisors Llc	Lake Oswego, Oregon, United States	Email Phone
Eric Hamilton, Cfa		Portland, Oregon, United States	Email Phone