10200 SW Greenburg Road, Suite 300,
Lincoln Center Bldg. #5,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Founding Partner, Wealth Advisor
Client Services Manager, Office Manager
Registered Client Service Manager
President and Founder, CAWMG Financial Advisor
Client Services Manager
Alex Reed is dedicated to his clients as their holistic Wealth Advisor. He often refers to his clients as “his family” due to the close relationships he develops. Honesty, diligence, and communication are the...
Showing clients how they can pursue their dreams and meaningful goals in life is what Brian enjoys most about his work as a financial advisor. He specializes in providing guidance on retirement, business and estate planning for the...
Cheryl is the steady hand that keeps the office running smoothly by answering calls, managing calendars, and greeting clients. She supports all the team members, in addition to front desk duties. She enjoys being the person that greets...
For Doug, being a financial advisor is more than a career – it’s a chance to serve others and put his financial knowledge to good use. He has been doing just that for decades, helping clients pursue meaningful goals in life...
Rob has dedicated the past 19 years to helping improve his clients’ lives through disciplined planning and investment...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.