CW Wealth Management, LLC
www.cwwealthmanagement.comCW Wealth Management, LLC ("CWWM") is a wealth management and financial planning firm based in Marietta, Georgia. CWWM focuses on working with professionals in the healthcare and wellness industries along with individual investors. CWWM was established in 2020 by financial services industry veteran, Christopher Wright. Mr. Wright brings over two decades of industry experience working in both the institutional and retail sides of the financial services business. His past experience includes positions as an Equity Research Analyst, Senior Vice President of Investment Products and Regional Investment Consultant. Mr. Wright holds a MBA - Investment Management Track from Virginia Tech and a BBA - Finance Option from Morehead State University. He is also a member of the Board of Directors and Finance Committee of the Morehead State University Foundation. Outside of the office, Mr. Wright enjoys spending time with his wife (Kristi) and his children (Connor and Kelsie). His hobbies include fishing and golfing. Securities and advisory services offered through Royal Alliance Associates, Inc. (RRA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Fixed Insurance services offered through CW Wealth Management, LLC.
Read moreCW Wealth Management, LLC ("CWWM") is a wealth management and financial planning firm based in Marietta, Georgia. CWWM focuses on working with professionals in the healthcare and wellness industries along with individual investors. CWWM was established in 2020 by financial services industry veteran, Christopher Wright. Mr. Wright brings over two decades of industry experience working in both the institutional and retail sides of the financial services business. His past experience includes positions as an Equity Research Analyst, Senior Vice President of Investment Products and Regional Investment Consultant. Mr. Wright holds a MBA - Investment Management Track from Virginia Tech and a BBA - Finance Option from Morehead State University. He is also a member of the Board of Directors and Finance Committee of the Morehead State University Foundation. Outside of the office, Mr. Wright enjoys spending time with his wife (Kristi) and his children (Connor and Kelsie). His hobbies include fishing and golfing. Securities and advisory services offered through Royal Alliance Associates, Inc. (RRA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Fixed Insurance services offered through CW Wealth Management, LLC.
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State
Georgia
City (Headquarters)
Marietta
Industry
Employees
1-10
Founded
2020
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President | Wealth Advisor
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