Welcome to CWI

Managing your wealth should not be a reactive affair based on what’s happening in the markets at any given moment. Rather, it should be a disciplined process based on a strategic analysis of your future needs and tried and proven methods of investing over the long-run.

We are a cutting edge Investment Consulting firm based in Coral Gables, Florida. Normally, Investment Consulting firms only advise pension funds and other large institutional investors. Our firm has been engaged in investment management for individuals, using investment consulting disciplines, since 1998. We are very proud of our advisory capabilities and believe we are unique in the industry. We use our expertise to serve you and only you.

Come explore our world and we’ll show you how that’s possible!

About Us

Any investment firm is only as good as the people behind it. In our case, we are a boutique firm with both deep and broad experience. Our founder, Hadley Williams, spent many years developing unique processes designed to help investors optimize their personal goals and investment outcomes. The methodology has been in use by large institutional investors and pension funds for many years and is based on interactive planning and deep research, combined with a systematic allocation process.

Next Level Wealth Management

Our objective is to provide the highest level of professionalism, normally only available at an institutional level, combined with superior common sense education that our clients truly understand. We apply a McKinsey-style discipline in helping our clients manage their investments while using a rigorous review process on a quarterly or semi-annual basis to evaluate each portfolio in detail. We believe in full disclosure in all aspects of our client relationships and we pride ourselves on fulfillment of our fiduciary responsibilities. Continue reading “Next Level Wealth Management”

Our Services

We start with you. We want to understand your unique situation, goals and dreams. Then we go to work analyzing various portfolio allocation scenarios to show you the best possible options for an optimal future. This initial assessment is an integral first step, as it will help us to get to know you and it will give you the opportunity to understand how we work with our clients.

We then prepare additional ‘scenarios’ to discuss your likes and dislikes. We take this process very seriously and we will never rush you into making a quick decision. Our goal is to educate you as deeply as you would like to go before we ever request a formal agreement to work together.

We use a technique called the Prudent Investment Process to help us get you started.

Click here for our firm brochure.

For Massachusetts Residents, please click here for applicable fees and disclosures.

Who We Serve

We serve your needs at any stage of life and wherever you are in planning your future.

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