CW Advisors

CW Advisors, LLC is a wealth management firm headquartered in Boston, Massachusetts with offices in Avila Beach, CA; Columbia, MD; Miami, FL; Scottsdale, AZ; Westport, CT and Wynnewood, PA. Founded in 2009, the firm provides comprehensive financial planning and investment management to high net worth individuals and families, managing $7 billion* of their wealth.

In April 2021, CWA acquired Pinnacle Advisory Group, Inc and its subdivision Pinnacle Advisor Solutions (PAS). PAS was established in 2011 to provide outsourced business solutions to independent registered investment advisors. PAS was renamed CW Advisor Solutions following its transition into CWA.

*As of 12/31/2023