Aspen Standard Wealth announced that CWS Financial Advisors has joined its platform. CWS is a boutique wealth management firm based in Kalamazoo, Michigan, with offices in the San Francisco Bay Area. CWS advises on approximately $1.3 billion in client assets and serves households nationally. The firm has a legacy dating back to 1983 and operates as an independent, fee-only registered investment advisor.
CWS provides integrated wealth management and financial planning to affluent households. The firm is known for a personalized approach that combines disciplined investment management with planning across clients’ broader financial lives.
The firm also coordinates closely with attorneys and CPAs. This collaborative model is designed to help clients manage complex financial needs across investments, planning, tax, estate, and other areas.
Aspen Standard Wealth said the partnership aligns with its approach to providing a permanent home for successful independent RIAs. The company focuses on long-term alignment, preserving each firm’s identity, empowering leadership, and supporting sustainable growth.
CWS said joining Aspen will help the firm continue growing while maintaining its personalized client service model. Aspen will provide additional resources and strategic support across areas such as technology and practice management.
Turkey Hill Management advised CWS on its partnership with Aspen.
KEY QUOTES:
“Joining the Aspen platform allows us to continue growing thoughtfully while staying focused on what matters most: serving our clients with the same personalized advice and long-term perspective they’ve come to expect from us. Aspen’s long-term commitment to the team members who support our clients and its leadership in key areas such as technology and practice management will help position CWS to continue delivering a best-in-class client experience for many years to come.”
Joe Splendorio, CIMA, Principal at CWS Financial Advisors
“We are excited to welcome the CWS team to Aspen. CWS has built a strong reputation for trusted advice and enduring client relationships across generations. We share a commitment to preserving the firm’s identity and supporting its continued growth. We look forward to providing additional resources and strategic support to help CWS’s team and clients thrive over the long term.”
Aly Kassim-Lakha, CEO of Aspen
