Why work with a CWM Advisor?
Collective Experience
Christian Wealth Management is not just one company. Rather, it is a network of independent advisors nationwide that hold the common values. A CWM advisor will work together with other CWM advisors in order to give our clients the answers they need. If one of us does not know an answer off hand, we know where to get it. That is the knowledge pool we bring to the table.
Independence
Christian Wealth Management advisors do not work with sales quotas and do not have one or two products that we will be trying to push on our clients. As independent advisors, we have access to the world of investment products out there, meaning that we can find the solution that is right for you. If you want custom-tailored advice, rather than the "cookie cutter" approach, we are the right fit for you.
Values
Christian Wealth Management advisors share the common values of blessing our clients by providing excellent services and promoting good stewardship through a biblical approach to finance and investments. We specialize specifically in Biblically Responsible Investing(BRI), a investment screening philosophy that allows us and our clients' investments to align with biblical values.