The CWM family is a team of professionals dedicated to helping you make smart money decisions so that your taxes, investments, insurance and estate plans are all working in unison to achieve the goals and the lifestyle you desire.
Rod De Los Reyes is a Financial Advisor, and a member of the military who believes in helping clients defend their financial freedoms. His dedication to his clients will be to deliver with integrity, serve clients before himself, and excellence in all he does for his clients.
His practice is focused on goals based wealth management, where he is able to construct strategies for his clients to help them plan for the priorities they have in life.
My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning.