Company
CWS Asset Management is a Registered Investment Advisory company that assists individuals in achieving their investment goals. CWS Asset Management is a fee-only financial advisory firm that receives no commissions. Our firm has a fiduciary responsibility to our clients, putting their financial interests first. Being an independent advisory allows for investment advice free from conflicts of interest. We are committed to helping individuals in the their financial lives allowing our
clients to focus on the part of their lives they are passionate about.
Whether you are individual or a family whose in need of retirement planning or saving for college we can help. If you are currently retired and need assistance maintaining income from your portfolio we can help. Through a series of meetings, questionnaires and risk assessments our company will formulate or adjust portfolios that are custom tailored to each client's needs. We also offer a variety of ready-made portfolios that will meet many of individual’s investment objectives.
Email: cole@cwsassetmanagement.com
Phone: (559) 936-7328
Whether you are individual or a family whose in need of retirement planning or saving for college we can help. If you are currently retired and need assistance maintaining income from your portfolio we can help. Through a series of meetings, questionnaires and risk assessments our company will formulate or adjust portfolios that are custom tailored to each client's needs. We also offer a variety of ready-made portfolios that will meet many of individual’s investment objectives.
Email: cole@cwsassetmanagement.com
Phone: (559) 936-7328