Change Wealth Advisors
Change Wealth Advisors
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  • About CWA
    • Business Philosophy
    • Investment Philosophy
    • Team Bios
    • The Fiduciary Difference
    • Process
    • Pricing & Value
    • Community Involvement
  • SAGE Portfolios
  • Client Portal
    • TD Ameritrade Login
    • Charles Schwab Login
    • TD 529 Plan Login
  • Geek Out With CWA
    • Internal Nerd Studies
    • External Nerd Studies
    • The Dog Blog
  • More
    • Home
    • About CWA
      • Business Philosophy
      • Investment Philosophy
      • Team Bios
      • The Fiduciary Difference
      • Process
      • Pricing & Value
      • Community Involvement
    • SAGE Portfolios
    • Client Portal
      • TD Ameritrade Login
      • Charles Schwab Login
      • TD 529 Plan Login
    • Geek Out With CWA
      • Internal Nerd Studies
      • External Nerd Studies
      • The Dog Blog
  • Home
  • About CWA
  • SAGE Portfolios
  • Client Portal
  • Geek Out With CWA

Our Process

Change Wealth Advisors follows a 4-step process to work with you, your family, and/or your organization to determine the best path to success.


  

We use this method to paint the big picture and refine it from there. Each step is designed to uncover and determine what is best for the client at each following step. We have found that taking this approach aides in the understanding and necessary transition from qualitative values to quantitative values, and keeps everyone focused on what is most important. While each level dictates what is best for the level beneath it, each level supports the one immediately above it. We have found that when used, this approach creates a highly satisfying client experience and positions everyone for success.

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Changing lives. Serving others first.