Why Choose CWM?
At Countiss Wealth Management (CWM), we are dedicated to empowering financial professionals by providing unparalleled administrative support, cutting-edge technology, and a collaborative work environment. We bring over 25 years of combined experience to help you grow and succeed.
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Supportive Work Environment
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A work culture that values independence and personal growth
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Access to multiple veteran advisors ready to assist on your cases
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Dedicated transition services for seamless client onboarding
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Access to a Chief Investment Officer (CIO) for investment management assistance
Admin and Growth Resources
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Comprehensive compliance, account service, and technology support
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Marketing assistance to help grow your client base
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Paraplanner to help with the preparation and development of your financial plans
Competitive Benefits
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Competitive payouts for financial professionals
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Company 401(k) plan with a 3% match for W2
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Group health insurance ($250 deductible)
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W2 and 1099 employment options
CWM Tech Stack
Countiss Wealth Management leverages best-in-class technology to streamline operations and provide superior client service:
Administrative & Operational Tools
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Advanced Antivirus Solutions
Financial Planning Software
Why Partner with CWM?
At CWM, we aim to make your transition effortless while equipping you with the tools to succeed. With our proven processes and dedicated team, you’ll gain access to:
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Approach that fosters advisor success.
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Advanced internal systems to simplify operations.
Countiss Wealth Management is committed to helping you deliver the best outcomes for your clients while supporting your business growth. We look forward to partnering with you!
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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