CWP is being offered to you as a third-party money manager and back office. We take the day-to-day operations out of your schedule so you can focus on what matters most – servicing your clients!

We are conversion specialists, helping Advisors convert their practice from commission to fee. Below are the different ways that we can help you!

  • CWP agreements with e-signature
  • Account opening paperwork with e-signature
  • Transfer paperwork
  • Asset transfer follow-up
  • Automatic contributions and withdrawals
  • Beneficiary setup
  • Signing parties for full conversion
  • Individual appointments
  • Coaching financial advisors and assistants
  • Best practice for fee-based work
  • Assist in developing new processes and procedures
  • Marketing to clients
  • Risk based modeling
  • Account level trading
  • Quarterly rebalancing
  • Risk-on, Risk off trading
  • Drift report
  • Orion: reporting system
  • Redtail: CRM
  • Account monitoring
  • Monthly statements
  • Performance reporting
  • Online client account access
  • Year-end tax reporting
  • Reviewing and prioritizing your goals and objectives.
  • Developing a summary of your current financial situation, including a net worth statement, cash flow summary, and insurance analysis.
  • Reviewing your current investment portfolio and developing an asset management strategy.
  • Completing a retirement planning assessment, including financial projections of assets required at estimated retirement date.
  • Identifying tax planning strategies to optimize financial position.
  • Presenting a written financial plan that will be reviewed in detail with you.
  • It will contain recommendations designed to meet your stated goals and objectives, supported by relevant financial summaries.
  • Developing an action plan to implement the agreed upon recommendations.
  • Referral to other professionals, as required, to assist with the implementation of the action plan.
  • Assisting you with the implementation of the financial plan.
  • Determining the necessity to revise your financial plan.

Advisors