Services to Financial Advisors

CWP is being offered to you as a third-party money manager and back office. We take the day-to-day operations out of your schedule so you can focus on what matters most – servicing your clients!

We are conversion specialists, helping Advisors convert their practice from commission to fee. Below are the different ways that we can help you!


  • Client Onboarding

    - CWP agreements with e-signature
    - Account opening paperwork with e-signature
    - Transfer paperwork
    - Asset transfer follow-up
    - Automatic contributions and withdrawals
    - Beneficiary setup
    - Signing parties for full conversion
    - Individual appointments
  • Business Management

    - Coaching financial advisors and assistants
    - Best practice for fee-based work
    - Assist in developing new processes and procedures
    - Marketing to clients
  • Portfolio Management

    - Risk based modeling
    - Account level trading
    - Quarterly rebalancing
    - Risk-on, Risk off trading
    - Drift report
  • Database Management

    - Orion: reporting system
    - Redtail: CRM
    - Account monitoring
  • Reporting

    - Monthly statements
    - Performance reporting
    - Online client account access
    - Year-end tax reporting
  • Financial Planning

    - Reviewing and prioritizing your goals and objectives.
    - Developing a summary of your current financial situation, including a net worth statement, cash flow summary, and insurance analysis.
    - Reviewing your current investment portfolio and developing an asset management strategy.
    - Completing a retirement planning assessment, including financial projections of assets required at estimated retirement date.
    - Identifying tax planning strategies to optimize financial position.
    - Presenting a written financial plan that will be reviewed in detail with you.
    - It will contain recommendations designed to meet your stated goals and objectives, supported by relevant financial summaries.
    - Developing an action plan to implement the agreed upon recommendations.
    - Referral to other professionals, as required, to assist with the implementation of the action plan.
    - Assisting you with the implementation of the financial plan.
    - Determining the necessity to revise your financial plan.