Penn State alum, CPA, and financial expert Carl Rowits and CWR Capital Management, are working with millennials to build brighter financial futures.
Rowits started his company as a way to fulfill a promise he’d made to his grandmother. He’d pledged to help her with his finances once he graduated college, but sadly, she passed away before the time came. Through CWR Capital Management, this promise and a part of his grandmother’s legacy lives on. “The goal of CWR Capital Management is to get the younger generation investing and investing early,” said Rowits. “We offer comprehensive portfolio management and financial advising for the younger generation.”
The nation is seeing higher-than-average inflation rates that have sparked perhaps the highest cost of living in recent years. Statistics show that Americans need an additional $11,000+ to afford the same things they afforded just a few years ago. For millennials, this often means sacrificing. With the right financial strategies in place, however, money can be saved without such huge sacrifices. This can be done in a way that lends to building a strong portfolio for retirement, as well.
CWR Capital Management provides financial guidance at a rate that’s less than traditional advisors, further helping millennials stretch their dollars further. “Traditional advisors charge a percentage of assets under management, but the highest fee at CWR is $50/month,” said Rowits.
CWR Capital Management is based in Lancaster, Pennsylvania, but offers services across the United States using convenient virtual meeting tools. Using video conferencing and other virtual tools makes it even easier for younger clients to meet and discuss plans around their busy schedules. Currently, CWR Capital Management is accepting new clients. Learn more now by visiting https://www.cwrcapitalmanagement.com/.
ABOUT CWR CAPITAL MANAGEMENT
CWR Capital Management, spearheaded by CPA and finance expert Carl Rowits, helps clients navigate financial goals and investment solutions with a wealth of financial planning and portfolio management services.
Important Disclosure: CWR Capital Management provides financial advisory services. All information provided in this press release is for informational purposes only and does not constitute investment advice, financial advice, or any other type of advice. Past performance is not indicative of future results. The content of this press release should not be construed as an offer to sell or a solicitation of an offer to buy any securities mentioned herein. Clients and prospective clients should consult with a qualified financial advisor or tax professional before making any investment decisions. CWR Capital Management does not guarantee the accuracy, completeness, or timeliness of the information provided in this press release. CWR Capital Management is not liable for any errors or omissions in the content of this press release or for any actions taken in reliance on the information provided herein.
Media Contact
Company Name: CWR Capital Management
Contact Person: Carl Rowits
Email: Send Email
Phone: 717-203-8362
City: LANCASTER
State: PENNSYLVANIA
Country: United States
Website: https://www.cwrcapitalmanagement.com/