The Comprehensive Wealth Management Group

“Above and Beyond the Ordinary”

Investment strategy, taxes, insurance, and estate planning...the list of financial concerns and considerations facing you today is seemingly endless. Securing your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your shoulders while helping you work towards your goals. With CWMG as your wealth management strategist, you can enjoy the confidence that comes from knowing that a local, established wealth management company is handling your plan.

CWMG – The Comprehensive Wealth Management Group, located in West Chester, PA provides comprehensive wealth management to a select group of high net worth individuals, families, and their businesses. Our goal is to design strategies that aim to create, grow, protect, and preserve wealth in the most tax-advantaged way.

We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

Our mission is to help our clients make sound financial decisions and to exceed their expectations in planning and service. We are fully committed to having a positive impact on our clients’ lives with uncompromising integrity and trust. We aim to accomplish this through education, communication, consistency, and exceptional service.

Our approach can help you create and integrate a comprehensive plan to promote and monitor your financial progress over time in an ever changing legal, tax, and economic environment through the utilization of a systematic financial consulting process. Among our financial services offered are:

Comprehensive Wealth Management - a holistic financial process encompassing all major planning objectives.

Asset Management Services- for professional fee-based strategic and tactical portfolio management offered through LPL Financial.

Tax-advantaged investing - in an effort to help reduce your tax liability and let more of your money work for you.

Retirement planning - to design an investment strategy to help you work towards all of your retirement goals.

Investment portfolio analysis - to keep you informed of how your investments are performing and to make adjustments as needed.

Comprehensive Estate planning - for preservation of wealth from generation to generation.

Comprehensive Insurance Analysis – evaluating life, disability, and long-term care alternatives.

Small Business Planning – executive fringe benefits, Buy-sell and Key-man insurance, group health insurance and retirement plans.

At CWMG, we strive to enhance our clients’ quality of life through our values-based planning services. Our strategies aim to help you free your mind and give you time to enjoy the things that are important to you.

Investing involves risk including loss of principal.  No strategy can ensure success or protect against loss.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.