A preeminent
multi-family office
offering objective counsel,
exceptional client service,
and a disciplined, sophisticated
approach to wealth management.


Firm History
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 $1.6 Billion in assets under management*
CMWA has committed over $500MM* to private equity and venture capital since 2002.
*as of December 2022
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
and sophisticated.
Your experience is exceptional.

I
We simplify your life,
giving you and your family peace of mind.
Wealth Management Advisory Services
Our family office services consist of comprehensive programs that integrate:
•Investment Management
•Financial and Estate Planning
•Tax Planning and Preparation
•Lifestyle and Risk Management
•Family Philanthropy
The annual review is the capstone of this level of service.
Access to our robust, proprietary Private Equity program.
Wealth
Management
Advisory Services
Investment Advisory Services
As a stand-alone service:
•We develop and implement a comprehensive investment program for you and your family.
•We act as your foundation's Chief Investment Officer and report to the investment committee, as required.
•We provide access to our robust, proprietary Private Equity program.
Investment
Advisory
Services
Assets Under Advisement
•We report on all of your investment accounts if you want to keep your assets with your current managers.
•We monitor and advise on your consolidated investment account performance.
•You may select other Wealth Management Advisory Services as needed for you and your family.
Assets
Under
Advisement
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.
