CWM FINANCIAL GROUP, INC.

Overview

CWM Financial Group, Inc. is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients with financial planning, portfolio management and the selection of third‑party advisers. The firm operates with a clear equity preference: exchange‑traded equities and ETFs make up the bulk of client assets, and the advisory mandate is almost entirely discretionary, indicating active day‑to‑day portfolio management. Investment approach emphasizes liquid, exchange‑traded instruments for core exposure while supplementing with third‑party managers where appropriate. The firm is not positioned as an ESG investor, and it does not present as a multi‑state or pension consultant adviser. Its fee arrangements are flexible — percentage of AUM, hourly and fixed fees are all used depending on client needs — and the firm also acts as a capital allocator when clients require access to alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices