Circle Wealth Management

CWM is a Registered Investment Advisory firm that empowers its clients to achieve their financial goals and priorities. Your Trusted Co-Pilot: We work with clients in a way that makes sense for them, serving as a trusted co-pilot as we navigate the complexities of planning and investing together. Depth of Expertise & Access: We combine the access and expertise of a large firm with the deep client focus and attention to detail of a personal family office. Beyond Investing: We assist our clients in all aspects of their financial lives, offering a broad range of customized services including wealth advisory, investment management and financial planning.