Empowering Futures, Securing Legacies
Let our expertise pave the way for your tomorrow
CCW Associates, LLC provides a portfolio of customized services including estate and financial planning in partnership with attorneys and financial services professionals; professional coaching and strategic planning and corporate governance services.
Our mission is to provide our clients with customized solutions and successful outcomes which are delivered through personal consultations with a focus on you.
Key Services
Estate and Financial Planning
Solutions are unique to each individual and family. We help uncover your goals with discussions that engage you in thoughtful planning to ensure your legacy. We partner with a team of professionals to provide you with a comprehensive plan that is tailored to your needs. It is important to us that you understand what your options are and that your experience is personal and positive.
Coaching Services
Provide for unique as well as on-going needs and include preparation and strategic planning for client interviews, speech engagements, business and professional development.
Strategic Planning and Corporate Governance
Assist boards with facilitation of board retreats, executive sessions, development of strategic plans and board governance models.
Get in Touch
We're here to guide you toward a brighter future. We will help you achieve your personal financial and professional goals. Organizations benefit from our assistance in helping them streamline their priorities and determine the best use of their resources through developing a strategic plan to achieve their mission. Reach out to us today and let's start planning for your success together.