Together, we are stronger

CWB McLean & Partners Wealth Management with CWB Financial Group – putting clients at the heart of everything we do.

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Slowing, but growing economic environment

An imminent recession is not on the horizon. Weave around the globe with us as we share how we set up our investment portfolios for long-term success.

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You are more than just a number on a spreadsheet

In a world of digital technology, we firmly believe in the magic of real human relationships.

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Eyes fixed on the destination, not the bumps on the road

We’re adaptable to ever-changing situations, but never without a long-term plan.

INVESTMENT PHILOSOPHY & PROCESS

WHO WE ARE

We are highly dedicated financial professionals with a clear understanding of what investing and client service should be. We believe in discovering what the future needs to look like for clients. In order to get there, our research team obsesses over company fundamentals that others tend to overlook and our client portfolio management team fundamentally gets to know our clients – their innermost dreams, fears and goals, when it comes to their future.