Our Mission

CW Advisor Solutions offers institutional investment management and practice management solutions to support financial advisors in growing their business, tailored to help them achieve their own unique goals. We believe strongly in the independent advisor model and our solutions allow the advisor to remain in complete control of their firm and 100% independent.

Strategic Partnership

Our Strategic Partnerships allow you to leverage our resources, freeing up valuable time to spend focusing on clients and attracting new business.


Continuity & Succession

Put a plan in place for your clients and your family in the event of sudden death or disability.



CW Advisor Solutions, a division of CW Advisors, provides customizable solutions for investment management, back-office operations, practice management and continuity planning to independent advisors. For more than a decade, we have supported advisors across the country.

Recent Articles & Podcasts