CWP Private
Wealth Management

Independent, Fee-Based Registered Investment Advisor

Who We Are

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.

What We Do

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!

Asset Management


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.

Risk Tolerance

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.


Fact 1

In a study conducted by Aon Hewitt, investors who sought financial advice had 79% more wealth than those who did not.

Fact 2

According to Schwab’s study, Self-Directed Brokerage Account (SDBA) participants who worked with an advisor had an average balance of nearly twice as much as the accounts held by non-advised participants.

Fact 3

According to Vanguard, people that get help with their investment allocations outperform individuals that do not get help by over 3%.

Fact 4

Without help, investors make mistakes. The average equity investor underperformed the S&P 500 by 6.18% over the past 30 years. That’s only 1.33% better than inflation over the same period.

Strategic Alliances

Charles Schwab & Co., Inc.