Community Wealth Foundation is a financial company dedicated to bridging the gap between Wall Street and Main Street. Our goal is to be the Mr. Roger's Neighborhood of financial services. We understand that many people lack access to proper financial education, which can hinder their financial well-being. That's why we offer our services free of charge to anyone and everyone. Our goal is to empower people and businesses with the knowledge and tools they need to make informed financial decisions and build a secure future.
OUR PRINCIPLES
Inclusive Financial Education
We believe that everyone deserves access to a solid financial education. We provide free services to people who are typically left out from learning about personal finance.
Professionalism and Expertise
Our team brings the wealth of experience and professionalism from Wall Street to Main Street. We are dedicated to providing top-notch financial services to help everyone achieve their financial goals.
Helping Those in Need
We are committed to helping those in need through all things financial related. Whether it's budgeting, investing, or planning for the future, we are here to support people in their financial journey.