CW Advisors has successfully welcomed two new companies, Capital Management Services (CMS) and CHB Investment Group, into its expanding network. Both Pennsylvania-based firms specialize in delivering personalized financial planning and investment management services tailored for high-net-worth individuals, guiding them through complex financial situations.
The integration of CMS and CHB has marked a significant milestone, adding $575 million in assets under management to CW Advisors. This growth not only bolsters the company’s industry standing but also enhances its capacity to serve clients with greater commitment and expertise. Details of these transactions remain confidential, as they were finalized last month.
As a result of these acquisitions, CW Advisors now manages approximately $14.5 billion in assets. Its team has expanded to over 150 dedicated professionals dedicated to providing exceptional service. The firm’s presence continues to grow, with more than 22 offices nationwide, ensuring accessibility and responsiveness to client needs.
This expansion has been supported by numerous partners, including Gladstone Group Inc., which played a crucial role in facilitating the deals. CW Advisors looks forward to further growth and to delivering outstanding financial guidance to its clients.
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“It is an exciting time at CWA. We are happy to have welcomed both the CMS and CHB teams to our firm in recent weeks. They bring a wealth of experience, and their client first focus is a natural fit with our firm’s culture. Their office locations expand our growing presence in Pennsylvania.”
“Joining forces with Osaic empowers us to deepen the value we deliver to our clients while maintaining the independence and high-touch service that define our firm. Our clients can only benefit from the expanded services now available to us as part of the Osaic family.”
CWA Chief Executive Officer Scott Dell’Orfano
“Joining the CWA team brings access to a larger platform, allowing us to expand our offering to clients while continuing to provide exceptional client service. We are excited for our future as part of CW Advisors.”
CHB Managing Director Chris Brashier
