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CM Wealth Advisors

Email address and contacts

Quick try with Marian L B 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

  • Marian L B
    Senior Operations Associate
  • Douglas Mccreery
    CEO
  • Ben Wallace
    Partner and Director of Investments

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New team members of CM Wealth Advisors

Karen Greco
General Counsel
Cheryl Kravetz
Compliance and Legal Assistant
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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