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.
Whether its comprehensive financial planning services or you need a partner to help you address a life event or financial goal, here are a few of the topics we can address:
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!
M C
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