Located in West Bend, WI, CWP Private Wealth Management is an independent, fee-based Registered Investment Advisor (RIA). We are conversion specialists, helping Advisors convert their practice from commission to fee. CWP has over 100 years combined industry experience and a proven track record of working with Advisors to succeed under a fee-based structure.

CWP is being offered to you as a Turnkey Asset Management Program (TAMP). We provide all your back office needs, systems, and account management capabilities to help you thrive under a fee-based structure. By having an experienced back office in place, you can focus on what matters most – servicing your clients!

CWP manages all client accounts as one portfolio. A model is assigned to each account based on the desired risk tolerance, objective, and total investable assets. We believe this to be the most appropriate way to manage risk across all accounts of a client.

Using Riskalyze, we accurately gauge the risk level of a client. Then, we assign the appropriate model to the client accounts based on the Risk Score. This ultimately helps set expectations for you and your client.