Tag Archives: financial planning

Happy Independence Day!

As we complete our third year in business, I would like to take this opportunity to thank our clients, family and friends. It has been a difficult road but as we continue to meet the challenges we face daily, the aureate beacon of CWM continues to brighten.

July 23rd marks the third anniversary of our Grand Opening Celebration. The first release of Pythia, our financial management tool will begin testing before months end. Pythia will offer automated investment management and financial planning, as well as an educational element or Temple.

More on Pythia coming 7/23/16!

Enjoy the 4th!