At CPW, your portfolio will be hand-crafted to match your individual goals and timeframe. No cookie-cutter or robo portfolios, period. Depending on the markets, portfolio construction can take a year or more, but we think you will like the results.
Portfolio construction is different for every single investor. We prefer utilizing individual companies, relying less on mutual or exchange-traded funds.
CPW was built by Arlington residents for Arlington residents. We think it is important that you can walk to our office, and we encourage you to stop by anytime.
Our mandate:
• Develop, grow and protect your net worth.
• Distribute after-tax income as needed in retirement or other phases of your life.
• Transfer wealth to the next generation in the form and timing you prefer.