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