CM Wealth Advisors

CM Wealth Advisors (CMWA) is a wealth management firm based in Beachwood, United States. Established in 1983, the firm seeks to serve high-net-worth individuals, and multi-generational families, as well as foundations and endowments. CMWA offers investment and wealth management services including estate planning, tax planning, and cash flow management; provides record-keeping and reporting services, risk management and lifestyle management, and administration of philanthropic programs. Additionally, the firm provides specialized consulting services. The Firm's investments are governed by the executive management team. This firm is a Registered Investment Adviser (RIA).