About
Find out what makes us different
We focus on what is truly important – you. We have an established record and a proud historical legacy.
Services
Wealth management that works for you
Services
First, we listen to you
What are your objectives? What is your comfort level with risk? Through collaboration, we build a meaningful portfolio tailored to your needs.
$6.2B +
Assets Under Management*
25:1
Clients to Employee**
52:1
Clients to Advisor**
Team
Employee-owned, partner-driven
Team
We believe in shared success
We are an employee-owned firm, unlike most other wealth management companies. Our success depends on meeting your 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 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.
