You’ve worked hard to build success. Now it’s time to make sure it works just as hard for you.

At Certified Wealth Management & Investment, LLC, we help accomplished families and entrepreneurs protect what they’ve built, grow it with purpose, and enjoy it with confidence.

We’re not salespeople pushing products — we’re a Registered Investment Advisory (RIA) firm with a fiduciary duty to put your interests first, every single time. That means no hidden agendas, no commissions that cloud advice — just real planning built around your goals.

Clarity. Control. Confidence.

Our clients come to us for three things:

Clarity in their financial direction

Control over complex decisions

Confidence that their wealth will endure and serve a larger purpose

We deliver that through a personalized strategy that unites every piece of your financial life — business, family, investments, and legacy — into one coordinated plan.

How We Help

Comprehensive Financial & Estate Planning — Build and preserve a legacy that lasts for generations.

Business Owner Strategies — From growth to succession, we help you extract value without losing control.

Retirement & 401(k) Planning — Create dependable income for life — yours and your employees’.

Insurance & Benefit Solutions — Protect what matters most from the unexpected.

Why Clients Choose Us

Because they’re tired of one-size-fits-all advice. They want a partner who understands what it took to build their success — and how to make sure it lasts.

We speak plainly. We plan precisely. And we measure everything we recommend.

The CWMI Promise

You’ll never be “sold.” You’ll be guided.
You’ll always know why a recommendation is made.
And you’ll see your wealth in the context that matters most — your life, your family, your future.

Our mission: To simplify wealth, preserve legacies, and give every client the freedom to focus on what truly matters — life beyond the balance sheet.