CWP Private Wealth Management

CWP Private Wealth Management provides discretionary investment management, financial planning, business consulting, and sub-advisory services to a broad mix of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages portfolios in common securities—stocks, bonds, mutual funds, exchange-traded funds, variable annuities, and government securities—and monitors accounts on an ongoing basis under granted discretionary authority.

CWP begins with an analysis of a client’s financial circumstances, goals, risk tolerance, and restrictions and relies on methods such as charting, fundamental, technical, and cyclical analysis to build and adjust allocations. Representatives may execute trades on a discretionary basis and the firm’s stated strategies can include the tactical use of leveraged or inverse exchange-traded funds as hedges, with an internal policy limiting such purchases to no more than 25% of a portfolio at the time of purchase.

The firm’s brochure also discloses several features that are less common among peers: a recent material change noted in the ADV regarding custody definitions, formal affiliations and service arrangements with other registered advisers and consulting entities, and an active role as a sub-adviser and business consultant to other financial-industry professionals. CWP’s explicit inclusion of leveraged and inverse ETFs as a permissible hedging tool in managed accounts and its combination of advisory and consulting relationships distinguish it from many similarly sized supported firms.