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Next Gen Education

Committed to the next generation

Return to Services

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. 

Podcast Series

Two of our Planners, Nate Haskell and Michael Brooks, will discuss common questions from new and seasoned investors. Click the link below to listen!

If you have topics or questions you want to hear about, you can reach out to Nate or Michael directly, use, or fill out the Contact Us form.

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.


We are listening

We are ready to hear about your wealth management objectives.
How can we help you?

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