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CW Advisors, LLC Overview
Type
Multi Family Office
Year Founded
2009
General Information
CW Advisors, LLC is a multi-family office headquartered in Boston. Founded in 2009 by investment professionals led by Paul Lonergan, the firm manages wealth originating from entrepreneurial and corporate liquidity events and offers discretionary investment management, tax and estate planning, and bill-paying administration to multigenerational families nationwide—provides integrated planning, capital markets access and administrative solutions.
Contact Information
Website:
https://www.cwadvisorsgroup.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Boston, MA, United States
Portfolio & Notable Allocations
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