CWP Private Wealth Management was founded by David Lake & Mike Ajango to help Advisors convert their practice from commission to fee. Both David & Mike have successfully created independent fee-based practices and manage approximately $300 million in combined assets. Since 2015, David & Mike have built streamlined processes, implemented top tier systems, and developed staff to seamlessly transition Advisors from commission to fee.
As the financial services industry continues to migrate away from commission and toward the fee-based model, CWP Private Wealth Management stands ready to help Advisors make the switch. We believe that we can help any Advisor make the change to a fee-based business and succeed!