Press Releases

We are pleased to announce the acquisition of Delta Financial Group.

We are delighted to welcome Aspire Wealth Management and Fernwood Investment Management to CWA!

We are thrilled to welcome Jennifer DeSisto CFA, CAIA® to our firm as Chief Investment Officer!

We are proud to announce that we have been named a Barron’s Top 100 RIA Firm for 2024.

CW Advisors has partnered with Agili, an independent, fee-only firm with offices in Richmond, VA and Bethlehem, PA. The deal adds $1.2 billion of assets under management to CWA.

CW Advisors announces the acquisition of Mercadien Asset Management, LLC, an RIA located in Hamilton, New Jersey. The addition of the New Jersey location enhances CWA’s already robust presence in the Mid-Atlantic. Hamilton joins CWA's offices in Wynnewood, Pennsylvania and Columbia, Maryland.