Broker Check

Services

We help individuals and businesses make Godly decisions with their finances and act as stewards of the assets entrusted in their care. Our services include:

Biblically Responsibly Investing

Christian Wealth Management is a national leader in the Biblically Responsible Investing (BRI) movement. BRI presents an exciting opportunity for investors to make a powerfully positive impact on the world, without sacrificing return potential. Learn more about how BRI works and the impact you can have by investing with CWM!

Investments

CWM is a full service wealth management firm with a vast universe of investment solutions to draw from to meet our clients’ needs. We tailor investment strategies around each client in a collaborative process that centers around you. And with our Biblically Responsible Investing (BRI) approach, you can feel good that your investments are making a positive impact on the world, as well as your bottom line.

Retirement

CWM works with you to create a solid plan to meet your retirement goals. We will help you get started with the right type of retirement account for your needs, work with you to manage your investments for optimal growth, monitor your progress, create detailed retirement strategies, and manage your retirement income plan so you can enjoy retirement.

Education Planning

A good education is priceless, but also very expensive! If we want to educate God’s youth of tomorrow, we must start planning today. We will educate you on your savings options and help you invest to meet your planning goals.

Legacy Planning

With the proper plan, your money can work toward achieving your goals long after you are gone. Without a plan, taxes may eat away at your money, leaving you less to pass on to your loved ones or local ministry. What do you want your financial legacy to be? We love working with our clients to create an impactful legacy that lasts for generations.

CFP Insurance Services Financial Adviser