CWP Private Wealth Management
Call 920-723-1354 Request a Quote
    • Home
    • About
      • Meet the Team
      • Strategic Alliances
    • Contact
David Lake

David Lake

Portfolio Manager

David Rosenow

David Rosenow

Business Manager

Lisa Heiden

Lisa Heiden

Office Manager

Beau Becker, MBA

Beau Becker, MBA

Operations Manager & Analyst

Deborah Beth

Deborah Beth

Service Manager

CWP Private Wealth Management
VISIT US
1755 W Paradise Drive
Suite #102
West Bend, WI 53095
CONTACT US
service@cwpwealth.com

(262) 226-2729
CLIENTS

Disclosures | SEC | Brokercheck

© 2026 CWP Private Wealth Management | All Rights Reserved | Privacy Policy | Site Map