Advisor at CW Advisors, LLC
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Firm
CW Advisors, LLC
Location
Lehi, UT 84043
Credentials
ChFC®, Series 63, Series 65
Industry experience
40 years
Michael Staffieri is a financial advisor at CW Advisors, LLC with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes long tenures at Rovin Capital and First Allied Advisory Services. Outside of his advisory role, he serves as a trustee for the Seacology Foundation and New Neighbor Relief Foundation and acts as treasurer for the Four Peaks Little League, where he helps review league finances and supports youth baseball. CW Advisors serves individuals, high-net-worth families, trusts, estates, and various institutional clients by providing wealth management, investment portfolio management, retirement plan advisory, and family office services. The firm employs a core-and-satellite investment approach incorporating active, passive, quantitative, and environmentally conscious strategies, and offers sub-advisory and operational outsourcing through its CW Advisor Solutions division.
Based on CW Advisors, LLC
Based on CW Advisors, LLC
Financial planning fees up to $25,000 for project-based engagements.
Account minimum: $1,000,000 Minimum fee: Fixed annual rate up to $250,000 for family office services, payable quarterly.
2801 N Thanksgiving Way, 190
Lehi, UT 84043
Utah
CW Advisors, LLC
2026 - Present (1 year)
First Allied Advisory Services, INC.
2012 - 2017 (5 years)
First Allied Securities, INC.
2009 - 2017 (8 years)
Rovin Capital
1978 - 2026 (48 years)
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