C. W. Middleton
Partner | Private Wealth Advisor | CLU® | Peace. Possibility. Progress. | Bridging the Gap Between Today\'s Vision and Tomorrow\'s Reality
- Role
- Partner and Private Wealth Management Advisor at Northwestern Mutual
- Location
- Tacoma, WA, US
- LinkedIn followers
- 500 followers
About C. W. Middleton
I am a Partner & Sr. Wealth Advisor at Composition Wealth. The mission of our…
Experience
Partner and Private Wealth Management Advisor
May 2002 — Present
At Edgewater Wealth Management, we help our clients see their financial picture in a whole new light. We frame the future in terms of what’s possible and build rock-solid plans to help clients achieve their goals. Ultimately, my team and I seek to lighten our clients’ loads and give them the peace of mind to enjoy life today. As a Northwestern Mutual Private Client Group, we provide an unparalleled client experience. We combine the strength, resources, and expertise of a more than 100-year-old institution with the independence, innovation, and personal feel of a boutique firm. High-net-worth clients and those with sophisticated planning needs, in particular, benefit from our wealth of planning resources. Often, our new clients notice right away what makes us different. When we say we build financial plans for our clients, we mean much more than account statements. Our approach is grounded in a comprehensive financial plan—a dynamic document designed to consider possible scenarios and prepare for each. Our team of lawyers, CPAs, investment specialists and advisors is extremely collaborative, unified around the goal of helping our clients succeed. The Edgewater Wealth Management plan-centric philosophy gives our clients the freedom to stop worrying about today’s market and have confidence in clear, long-term vision. On a consistent basis, we nudge each client to step off the treadmill of life, as I like to say, and check in on where they’re headed. We dive deep into the weeds on questions like, “We want to give money to the church. How much can we give now that we’re retired?” and “I want to leave money behind to my kids. How is that going to determine how much we can spend in retirement?” My team and I stress-test, adjust, and recalibrate clients’ financial plans as life happens. Looking for a team that thinks three steps ahead? Learn more at edgewater.nm.com or contact us directly. E••••••••@nm.com
Skills
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Insurance
- Estate Planning
- Leadership
- Investments
- Series 7
- Wealth Management
- Financial Services
- Financial Modeling
- Financial Planning
- Portfolio Management
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