Our Clients & Future Clients

Although Jake and Brent are very involved in the local Faribault Community, we have clients throughout the state and nation. Why work with our team at CWS?

First, we have the ability to provide unbiased advice since our loyalty is to our clients, not a company.  What is an Independent Financial Advisor? Firms, like ours, are owned by principals of the firm. We are not employees of a large, “brand name” firm. We are under no obligation to represent or use specific financial products or instruments produced by any firm. We can provide financial tools to our clients from a broad array of national resources.

Second, our client relationships are based on honesty, trust, integrity, education and communication. Through our Financial GPS program, we take a needs based approach to financial planning and will listen to your goals and issues first, then develop a comprehensive strategy that allows you to achieve your goals.  We value education in our office and work diligently to make sure we are at the leading edge of industry news, trends, technology and financial solutions.  As CFP's we take pride in being industry leaders in our profession. 

Finally, you will feel like a valued client, not a number, and you will receive the best customer service we can offer.  Our firm takes great pride in developing long term relationships with our clients. We believe that your financial plan in life is too important to be left unattended. 

Please fill out the form below if you would like further information.