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.

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Continuity & Succession

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

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Knowledge
Experience
Performance

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

New Territory

New Territory

No, I’m not referring to the stock market even though the S&P 500 Index rose to another all-time high yesterday,... read more →
October 2, 2024
A Step In The Right Direction For China

A Step In The Right Direction For China

For quite some time now, Chinese economic activity has been disappointing, slowing to its worst growth rate in 2 years.... read more →
September 25, 2024
Fed Decides to Go Big

Fed Decides to Go Big

Yesterday, the Federal Reserve decided to launch the latest monetary easing cycle by going big with a half point cut... read more →
September 19, 2024
Are Fed Rate Cuts Bullish for Bonds?

Are Fed Rate Cuts Bullish for Bonds?

Conventional wisdom would suggest that Fed easing cycles should be bullish for bonds, given the basic relationship according to which... read more →
September 16, 2024
Small Uptick In Inflation Won’t Stop the Fed

Small Uptick In Inflation Won’t Stop the Fed

Over the past two days, we got the latest read on inflation with the release of the August Consumer Price... read more →
September 13, 2024
Job Data Keeps The Fed At A Coin Flip

Job Data Keeps The Fed At A Coin Flip

The August payroll release this morning showed a gain of 142k jobs for the month while the unemployment rate moved... read more →
September 9, 2024
Is Sahmthing Brewing in the Labor Market?

Is Sahmthing Brewing in the Labor Market?

The so-called Sahm rule, created by economist Claudia Sahm, is a recession indicator based on the unemployment rate. The indicator... read more →
August 22, 2024
Economic Bull Environment?

Economic Bull Environment?

As we wait, and the anticipation builds, for the Fed to lay the groundwork for a new easing cycle the... read more →
August 19, 2024
A Normal Market Correction

A Normal Market Correction

A sense of calm has continued to settle over markets after the eruption of volatility a couple of weeks ago. ... read more →
August 16, 2024