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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. 

As a starting point for the next generation, we did a three-part virtual series over the summer of 2021. This is a great launching point and we will be adding resources to this page in the future.

Virtual Event Series – Summer 2021:

• Session One – The Basics of Money
• Session Two – Markets & Investments
• Session Three – Putting it all Together

Insights

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We are ready to hear about your wealth management objectives.
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