CL Wealth Management, LLC (also referred to as "CLWM") is a registered investment advisory firm focused on crafting individual portfolios consisting of stock, bonds, and alternative investment vehicles that strive to meet the specific needs of each client. The team is comprised of advisors and planners who adapt proven strategies to investor goals, extending the experience often only within reach of larger businesses to individuals, families, and foundations.
CLWM works diligently to meet the needs of each client by establishing close business partnerships. Advisors open a dialogue with new clients to gain an understanding of all of the characteristics that define their suitability profile. The firm prizes clients' opinions and takes into consideration short and long term goals, desired allocation of funds, and tolerance for risk. Advisors develop customized investment strategies based on clients' specifications to help achieve their objectives. The work, however, does not end there. Advisors also monitor investments and martket conditions to respond to additional requests in a timely manner.
CLWM is registered with the Securities and Exchange Commission (SEC). The adviser may not transact business in states where it is not appropriately registered or excluded or exempt from registration. Individualized responses to persons that involve either the execution of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without proper registration.