CW Advisor Solutions (CWAS), a division of CW Advisors, provides customizable investment and practice management solutions to independent financial advisors across the country. For more than a decade, the firm has supported advisors seeking to grow their businesses while maintaining control and 100% independence. Its services include institutional investment management, financial planning resources, back-office operations, practice management, compliance support, and continuity and succession planning.

CWAS offers Strategic Partnerships that connect advisors with resources and operational support, helping them devote more time to clients and business development. Its PRISM Continuity and Succession Solutions help advisors plan for unexpected events, such as death or disability, as well as future transitions. The firm also provides resources designed to help advisors serve clients on their own terms and pursue goals tailored to their practices.

In addition to its advisory solutions, CWAS shares market commentary and financial insights through articles and podcasts covering economic conditions, fixed income, earnings, and investment markets. Investment advisory services are offered through CW Advisors, LLC, a registered investment advisor.