At CWF, we believe that financial success starts with education, not sales. Instead of simply offering financial products, we work closely with our clients to help them understand their options and the long-term impact of their decisions. This ensures that each individual feels empowered to make choices that align with their personal financial goals.

- Workshops and Resources: We’ve offered various financial literacy workshops covering essential topics like budgeting, investment basics, and debt management. Our digital resources, including family-friendly financial games and printable tools, help make learning accessible and engaging.

- Client-Centered Focus: Every strategy we present is based on the individual needs and goals of our clients. We prioritize education and personalized planning, ensuring clients fully understand their options before making decisions.

While we proudly partner with Primerica as our Broker-Dealer, we have access to over 100 industry-leading companies like Fidelity, Vanguard, and Franklin Templeton, allowing us to offer clients a broad range of financial products. This partnership enables us to maintain the highest standards of service while offering diverse solutions tailored to each client’s needs.

- Working with Primerica: Primerica’s commitment to financial education aligns with our core values, making them an ideal partner in helping us offer comprehensive solutions to our clients. Their vast network of resources enables us to deliver top-tier financial strategies.

- Modern Methods, Personal Touch: We combine the convenience of modern business methods, often seen in e-commerce, with the personalized support clients expect from a financial services firm. Our ability to integrate technology into our process allows us to stay efficient without losing the human element that builds trust and long-term relationships.

At CWF, we offer opportunities for those passionate about educating and empowering others. Whether you’re interested in part-time flexibility or full-time career growth, we provide the support and training to help you make a meaningful impact.

- Training & Support: We equip our agents with the tools and knowledge they need to help clients build strong financial futures. Ongoing education ensures our agents stay ahead in the industry, while always focusing on client education and support.

- Flexibility & Growth: With CWF, you can build a career on your terms while making a real difference in people’s lives. We offer flexibility and growth potential in an environment that values both client service and personal success.

CWF’s approach is rooted in creating real, lasting impact for individuals and families in our community. Here’s what we’ve achieved so far:

- Workshops & Financial Education: We've conducted dozens of workshops that have reached hundreds of individuals, providing them with practical tools for budgeting, investing, and managing debt.

- Family Financial Literacy: Our printable games and educational materials, designed to help parents teach their children about money, have been downloaded over 1,000 times.

- Client Success Stories: Clients frequently express their increased confidence in making financial decisions after working with us, with 90% of participants in our programs reporting an improved understanding of financial principles.

As we continue to grow, our focus remains firmly on expanding our educational outreach and providing exceptional service to our clients.

- Expanding Our Reach: We aim to double the number of financial literacy workshops we offer, reaching more communities and families.

- Digital Innovation: We’re working on new tools and resources to make financial education more accessible, especially for young adults and families.

- Growing Our Team: We plan to continue growing our team of agents who share our passion for education and empowering others. Our agents are the backbone of our mission to bring financial literacy to everyone.

We value transparency and want to ensure that clients feel confident working with CWF and our agents. You can verify the licensing and credentials of any agent through your state’s Department of Insurance/Finance. For securities-licensed representatives, their credentials can be confirmed through FINRA’s BrokerCheck at brokercheck.finra.org. These resources ensure that you are working with a qualified, trusted professional.

At Community Wealth Foundation, we believe that building wealth is about more than just financial success—it’s about giving back and strengthening our communities. That’s why we’re developing a roadmap to help connect our clients, teammates, and community members with non-profit organizations that align with their values and causes they care about.

- Supporting Local and National Causes: Through our partnerships with non-profits, clients and agents can directly contribute to causes that make a real difference in people’s lives. These organizations cover a variety of areas, including education, financial literacy, community development, and support for veterans.

- No Kickbacks, Just Community Building: We want to make it clear—CWF receives no financial benefits or kickbacks from these partnerships. Our goal is simply to foster stronger community ties and increase the overall impact of the non-profits we work with. By connecting our network to these causes, we’re helping to grow community support in a meaningful and authentic way.

- How It Works: We’ve partnered with Open Collective, a platform focused on transparency and accountability for funding non-profit and open-source initiatives. Through our future Open Collective landing page (https://opencollective.com/cwf), clients and teammates can easily see how their contributions are making a difference and directly support the non-profits we align with. Whether you want to donate, volunteer, or raise awareness, Open Collective offers clear and open tracking of all contributions, ensuring complete accountability.

- Making a Difference Together: This initiative allows us to create a cycle of giving that empowers not only individuals but the organizations and communities they support. Together, we can use the transparency of Open Collective to foster trust and build stronger, more connected communities.