Financial Planning | CVW Financial, LLC

Welcome to CVW Financial, a Registered Investment Advisor. Whether you are looking to invest, get specific advice about personal finance, or would like to work on your financial goals, you have come to the right place.

Our process always starts with a conversation, where I listen to you and understand where you are in life, what you value, and what you want to achieve. From there, we collaborate on a personalized, step-by-step plan that helps you save more, plan for retirement, and make major life changes with confidence.

A sustainable lifestyle happens when all the pieces of your life are put together, like a puzzle, to create a comprehensive picture.

Working with Tim at CVW Financial has been an absolute pleasure. He is always willing to answer my questions. He provides excellent reports and debt reduction services. His email newsletters on current events in the market is really digestible and comprehensive. I highly recommend CVW Financial. Keep up the good work Tim!

Stephen Traiforos

Tim is the first advisor who actually keeps us informed on a monthly basis - of our investments. He has also suggested some simple tax saving strategies that our previous advisor never did. In short, fantastic financial advisor, highly recommended.

Jonathan & Marie Jackson-Steiert

We had the pleasure of working with Tim at CVW Financial and we couldn't be happier with the experience. He is incredibly knowledgeable, providing us with valuable insights and guidance tailored to our financial goals. What sets him apart is his personable approach. We felt very comfortable even before meeting him. He patiently answers all of our questions and gives us honest feedback. Working with him is the best thing we decided to do, and I highly recommend him to anyone seeking expert financial guidance. We will happily continue to work with him!

Erica Holzman

Mr. Walt is all about customer service. Listening to customer needs, outlining customer goals, and finding right products that fit and meet those goals. He is very knowledgeable in his field of work. A true professional!

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WARRANTIES & DISCLAIMERS

There are no warranties implied.

CVW Financial (C.F) is a registered investment adviser located in Plymouth, MA.

C.F. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. C.F.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of C.F.’s web site on the Internet should not be construed by any consumer and/or prospective client as C.F.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by C.F. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of C.F., please contact the state securities regulators for those states in which C.F. maintains a registration filing. A copy of C.F.’s current written disclosure statement discussing C.F.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov - or from C.F. upon written request. C.F. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CF.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

(857) 540-9323

tim@cvwfinancial.com

Planning, for a Sustainable Lifestyle

Services

Implementing time-tested methods tailored to your unique financial situation.

Holistic plans covering all aspects of your financial life.

Planning for your children's future education expenses.

Ensuring your legacy is preserved according to your wishes.

Protecting what matters most with strategic insurance solutions.

Creating a roadmap for a secure and fulfilling retirement.

Managing and optimizing your retirement accounts.

Timothy Walt, CFP^®

Financial planning is an essential part of modern life, but can be a daunting task for people with already-busy lives.

Testimonials

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Maximizing Your 401(k): It's Not Just About Adding Funds