Investment Management
Fiduciary Financial Advice

My name is Carl Rowits and I founded CWR Capital Management to provide personalized investment management and fiduciary financial advice for individuals. As a fiduciary financial advisor, I work with clients to understand their financial goals and build investment solutions.

Services

Portfolio Management

Financial Planning

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What Is a Fiduciary?

As a fiduciary advisor, I have pledged to make recommendations with your best interest in mind, rather than my own financial benefit.

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Our Philosophy

The goal of CWR Capital Management is to get the younger generation investing and investing early! CWR Capital Management offers comprehensive portfolio management and financial advising for the younger generation.

— Carl Rowits, CPA