offering objective counsel,
exceptional client service,
and a disciplined, sophisticated
approach to wealth management.
Founded in 1983 as a single-family office; the founding family remains a client now spanning four generations
Became a multi-client family office in 2002
We serve a select number of ultra high-net worth client families, as well as their charitable foundations and endowments
High staff-to-client ratio
Our client reach is national
Our services are most appropriate for families with substantial wealth and a multi-generational focus
Over $1.7 Billion in assets under management*
CMWA has committed over $358MM* to private equity and venture capital since 2002.
*as of January 2020
At a Glance
5 Reasons to choose
cm wealth advisors
You are listened to and heard.
You receive objective, expert counsel.
Your affairs are thoughtfully managed.
Your investment program is disciplined
Your experience is exceptional.
We simplify your life,
giving you and your family peace of mind.
There are many ways CM Wealth Advisors creates value in addressing the unique opportunities affluence presents to individuals, families and foundations.
The following client stories describe the scope of our services.
We listen, assess, and present a comprehensive wealth plan, tailored for you by collaborating and harmonizing with your current professional advisors, accountants, attorneys and outside investment managers to simplify your life, giving you and your family peace of mind.
None of the examples presented here should be interpreted by you as a guarantee that you will experience the results you desire to achieve by engaging us to provide advice or services. These stories are a composite of services offered to clients and do not represent a specific client or client experience.