Our Firm

Chitwood | Lindberg Wealth Management Inc. is a Registered Investment Advisor and has a fiduciary duty or obligation to put their clients' interest first. We are Independent and dedicated to bringing sophisticated analysis of the securities markets by matching investments with investors. We manage assets of individuals, Corporations, Trusts and retirement plans.

By representing the client, and not a company, we strive to bring consistency and value to today's ever changing financial world; resulting in a balanced approach to Wealth Management, Tax & Estate planning.

CLWMCo was ranked as a Top Wealth Manager in both Wealth Management & Financial Advisors Magazines in 2009

Because the needs of investors vary according to their individual circumstances, CLWMCo offers distinct portfolio configuration options to meet each clients specific needs, we specialize in conservative Wealth Management and Retirement Planning portfolios tailored to meet personal investment needs.

INDEPENDENT, NON-BIASED:    For over 30 years our Advisors have independently represented Clients with no investment bank or broker firm proprietary constraints.

INNOVATIVE LOW  COST PLATFORMS:    Client maintains free and clear ownership of portfolio assets at all times, utilizing independent custodians and offering leading edge technology that rejects the per transaction cost industry standard.

OVERALL ESTATE PLANNING PROCESS:    With disciplines in both Tax and Estate Planning, the clients' overall situation is taken into consideration when advising ones' financial needs.