What you do with your money matters, but who you trust to manage it matters more.

As a Caldwell Wealth Management client, you'll have a whole team devoted to helping you reach your financial goals and since multiple people will be familiar with your case and invested in your success, you'll get immediate assistance when you need it. 

Your team will include a Certified Financial Planning (CFP®) or Certified College Funding Specialist (CCFS®) professional:

• Portfolio managers that will monitor and balance your portfolio. 
• Financial planners that use data to guide the team in building your financial plan.
• Our Financial Committee monitors fund performance, research new opportunities, and reviews investment decisions. 

The CFP® designation distinguishes financial planners who have met rigorous standards of education, examination, experience, and ethics.

The CCFS® (Certified College Funding Specialist™) designation has been recognized by FINRA and the Certified Financial Planner CFP® Board of Standards for continuing education credit.  The CCFS® designation not only separates you from every other financial advisor, it also separates you from others that call themselves ‘'college planners”.