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CM Wealth Advisors

Email address and contacts

Quick try with Douglas Mccreery from cmwealthadvisors.com

CM Wealth Advisors company description

CM Wealth Advisors is a comprehensive wealth, personal financial management, and investment advisory firm. Founded in 1983 as a single-client family office, we have grown into a sophisticated multi-family office serving ultra-high net worth wealthy families and their foundations. As a preeminent multi-family office we offer objective counsel, exceptional client service, and a disciplined, sophisticated approach to investment management.

Key Employees

  • Douglas Mccreery
    CEO
  • Karen Greco
    General Counsel
  • Cheryl Kravetz
    Compliance and Legal Assistant

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New team members of CM Wealth Advisors

Hillary Wise
Client Service Director
Aileen Bost
Partner, Sr. Client Service Director
Thomas V. (Tom) David
Partner, Chief Compliance Officer and Director of Private Equity
Neal Colby
Member and Chief Financial Officer
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