Financial Tools

CWA Plan

CWA eMoney is an internet based financial planning and aggregation system. Organize your financial life with your own wealth management portal and stay connected to your finances and with your financial advisor at CWA.

CWA Performance Report

CWA’s internet based performance reporting tool (CIRStatements) allows you to easily consolidate and organize all your investment accounts, generate in-depth reports and access your accounts anytime from anywhere in the world on our secure website!

CWA Plan

CWA eMoney is an internet based financial planning and aggregation system. Organize your financial life with your own wealth management portal and stay connected to your finances and with your financial advisor at CWA.

CWA Performance Report

CWA’s internet based performance reporting tool (CIRStatements) allows you to easily consolidate and organize all your investment accounts, generate in-depth reports and access your accounts anytime from anywhere in the world on our secure website!

Riskalyze

With Riskalyze, we can help you calculate your risk number, align your portfolio and meet your retirement goals.  Use this tool to ensure that your portfolio aligns with your investment goals and expectation.

FamZoo

FamZoo helps your family learn healthy financial habits. FamZoo is an online virtual family bank that helps busy parents teach their kids good money habits with minimal hassle through hands-on practice. Online membership is FREE to all CWA clients.                    

Riskalyze

With Riskalyze, we can help you calculate your risk number, align your portfolio and meet your retirement goals.  Use this tool to ensure that your portfolio aligns with your investment goals and expectation.

FamZoo

FamZoo helps your family learn healthy financial habits. FamZoo is an online virtual family bank that helps busy parents teach their kids good money habits with minimal hassle through hands-on practice. Online membership is FREE to all CWA clients.