Next Gen Education
Committed to the next generation
Resources for the family and next generation
At CPWM, one of our core beliefs is financial and investment education. We encourage open dialogue among family members to the degree that everyone is comfortable. We are delighted to work with and provide guidance to various branches of the family.
Intro to Investing Series
We did a three-part virtual series over the summer of 2021. Click the links below to access the session recordings and presentations.
- Session One – The Basics of Money
- Session Two – Markets & Investments
- Session Three – Putting it all Together
We are listening
We are ready to hear about your wealth management objectives.
How can we help you?