Broker Check

Our Pledge

When you work with Cordell Wealth Management, you can expect:

  • An open and honest professional relationship
  • Us to listen to our client's needs, goals, objectives and wishes
  • Prompt replies to phone calls and emails
  • Competent and objective advice
  • Un-biased advice from an independent firm, seeking the best solutions for our clients
  • Advocating for our clients in all aspects of our relationship
  • CWM employees to work to constantly improve our education and expertise
  • Straight-forward pricing and fees
  • Coordination with other professionals (accounting, legal and others) as necessary
  • Us to work with our client's family as requested or needed
  • Us to work with our client's beneficiaries through the estate settlement process