CWM Thirdly | Bellevue

Comprehensive Wealth Management

Bellevue Club Hotel

CWM offers these conversation style events, three times a year to keep clients apprised of CWM’s investment strategy and portfolio philosophy, financial planning topics, and the science of our Performance Targeting System (PTS®).At this event we will cover:<ul><li>I﻿n the news: an update on inflation, real estate, and other economic areas of interest. Is a recession on the horizon?</li><li>H﻿ow to determine when greater risk could be taken in a portfolio</li><li>O﻿ptions and ideas for excess cash in the current investment environment</li><li>C﻿urrent CWM model review: Waiting patiently for opportunity while the storm swirls</li></ul>This event is open to CWM clients and their guests. There is no cost or obligation to attend.

CWM Thirdly | Bellevue

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CWM Thirdly | Bellevue

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