Testimonials were provided by current clients. No cash or non-cash compensation was provided, and no material conflicts of interest exist. Individual results may vary, are not representative of all clients, and are not a guarantee of future results. Investing involves risk, including possible loss of principal.
Bob & Esther S.'s Testimonial
"Esther and I started with Chris after retirement in 2019. He came recommended by a family friend. We liked the fact that he was an advisor and not a broker. In the 6 years we have worked with Chris our lifetime returns have been good considering the volatility of 2020 and 2021, and the bear market of 2022.
His approach is data driven and modeling. He does not follow trends nor media hype. He communicates daily (CWM Daily Briefing) on market conditions and directionally how he is managing investments. He regularly asks us to measure our risk tolerance. He is responsive to questions we may have about our portfolio and our requests for funding our trips and out of pocket expenses.
In a nutshell we have confidence in Chris and his firms management of our funds."