About
Find out what makes us different
Our team of financial advisors and professionals focuses on what is truly important – you. We have an established record and a proud historical legacy.
Services
Wealth management and financial planning that works for you
Services
First, we listen to you
What are your financial and investment objectives? What is your comfort level with risk? Through collaboration, our financial planners build a meaningful portfolio tailored to your needs.
$6.06B +
Assets Under Management*
18:1
Households to Employee*
31:1
Households to Financial Advisor*
Team
Investment professionals, partner-driven
Team
We believe in shared success
Our success depends on meeting your financial planning and investment objectives.
Insights
Your wealth management blog
Insights
We learn by asking questions
We believe the best way to understand what’s happening in the financial planning and investment management world is to be inquisitive and involved.
Community Involvement
We value philanthropy
Philanthropy and community involvement are core values at CPWM, so we work tirelessly to be a good corporate citizen — one of the many ways we maintain the high level of trust we’ve always enjoyed. We’re proud to give back by supporting several local organizations** — serving as board members, volunteering, and making donations — and encouraging our employees to be active in the community and make a difference where they can.
