Business Details
Trusted Wealth Management Services
CW Advisors is a national wealth management firm dedicated to putting clients' dreams first while protecting their achievements and paving new paths for financial growth. With $14 billion in assets under management and 17 offices nationwide, we combine collective expertise, a unified approach, and unique market access to deliver tailored financial strategies. Our team of 147 professionals, including 45 Certified Financial Planners and 11 Chartered Financial Analysts, crafts personalized solutions that evolve with clients' changing needs. We maintain institutional-quality portfolios while providing personalized service through local expertise in key markets. Our fiduciary approach focuses on long-term wealth preservation, tax-efficient strategies, and intergenerational planning.We operate with transparency through independent custodians like Fidelity and Charles Schwab, with regular audits and performance reporting. Our proprietary 'Core-Satellite' investment strategy balances stability with growth opportunities across public and private markets. We emphasize risk management through diversified portfolios of high-quality investments across all asset classes. Our family office services provide ultra-high-net-worth clients with comprehensive solutions including estate planning, philanthropy management, and lifestyle services. We maintain rigorous information security standards to protect client data while offering 24/7 access to portfolio information through digital platforms.
Services
Wealth Management
Family Office Services
Investment Management
Financial Planning
Tax Advisory
Estate Planning
Risk Management
Portfolio Analysis
Philanthropy Management
Legacy Planning
Highlights and features
- We offer 45 Certified Financial Planners and 11 Chartered Financial Analysts with specialized expertise
- Our proprietary 'Core-Satellite' investment strategy optimizes portfolio performance
- We maintain fiduciary responsibility with transparent fee structures and no commissions
- Our national presence with local market expertise ensures personalized service nationwide
- We provide access to private market investments typically reserved for institutional investors
Associations and certifications
- CFA Institute
- Certified Financial Planner Board of Standards
- American Institute of CPAs
What people say
Excellent fiduciary partner
Professional and skillful
Personalized service
Trusted advisor
Comprehensive solutions
Services
Wealth Management
Our wealth management services create customized investment strategies that evolve with clients' changing needs. We combine financial planning, tax optimization, and portfolio management to help clients achieve both short-term objectives and long-term legacy goals. Our approach integrates market insights with personal circumstances to build diversified portfolios that balance growth potential with risk management.
Family Office Services
We provide comprehensive family office solutions for ultra-high-net-worth clients, including estate administration, trust management, and intergenerational wealth transfer planning. Our services address complex financial needs through personalized strategies that coordinate investment management with tax-efficient structures and philanthropy planning.
Investment Management
Our investment management utilizes a proprietary 'Core-Satellite' strategy combining stable core holdings with targeted satellite investments. We offer access to both public and private market opportunities, with rigorous risk assessment and continuous portfolio monitoring to adapt to changing market conditions while maintaining long-term growth objectives.
Estate Planning
We develop comprehensive estate plans that minimize tax burdens and ensure smooth wealth transfer across generations. Our approach coordinates legal structures, trust arrangements, and charitable giving strategies to align with clients' personal values and family needs while maintaining compliance with evolving tax regulations.
Risk Management
Our risk management framework evaluates portfolio vulnerabilities across market cycles using quantitative analysis and stress testing. We implement diversified investment strategies with high-quality assets across classes to mitigate downside risks while maintaining growth potential through both traditional and alternative investment vehicles.
People
Ken Zannoni
President, Chief Wealth Officer
With over 25 years of experience, Ken Zannoni leads our wealth management division, emphasizing fiduciary responsibility and client-first principles. He holds the CFP designation and oversees strategic portfolio development.
Christine Lawless
Wealth Manager
Certified Financial Planner Christine Lawless specializes in creating comprehensive financial plans that empower clients to make informed decisions about their financial future through personalized guidance and education.
Jeffrey Troll
Wealth Manager, Principal
Jeffrey Troll, holding CFP, CFA, and CPA designations, provides integrated financial solutions combining investment expertise with tax planning. He focuses on helping clients make informed decisions through data-driven analysis.
Debra Kriebel
Wealth Manager, Principal
Debra Kriebel, a CFP and MBA holder, specializes in working with pre-retirees and retirees, delivering personalized wealth management solutions that address both financial objectives and personal legacy goals.
Michael Green
Wealth Manager
Michael Green, with multiple credentials including CFP and JD, focuses on complex estate planning and wealth transfer strategies, helping clients navigate legal and financial aspects of intergenerational wealth preservation.
Questions
What services does CW Advisors offer?
We provide wealth management, financial planning, investment management, family office services, tax advisory, and estate planning solutions tailored to high-net-worth individuals.
What are your account minimums?
We require a minimum of $1,000,000 in liquid investable assets for our wealth management services.
Are you a fiduciary?
Yes, all our Wealth Managers act as fiduciaries, always putting clients' interests first with transparent fee structures.
How do you manage investment risk?
We employ diversified portfolios of high-quality investments across asset classes with our proprietary 'Core-Satellite' strategy.
Do you offer family office services?
Yes, our family office services include estate planning, philanthropy management, and comprehensive financial solutions for ultra-high-net-worth families.
How are you compensated?
We charge a management fee based on assets under management with no commissions or third-party compensation.
