Our Clients & Future Clients


Although Jake and Brent are very involved in the local Faribault Community, we have clients throughout the state and nation. Why work with our team at CWS? First, we have the ability to provide unbiased advice since our loyalty is to our clients, not a company. Second, our client relationships are based on honesty, trust, integrity, education and communication. Through our Financial GPS program, we take a needs based approach to financial planning and will listen to your goals and issues first, then develop a comprehensive strategy that allows you to achieve your goals. Finally, you will feel like a valued client, not a number, and you will receive the best customer service we can offer.

Our firm takes great pride in developing long term relationships with our clients. We believe that your financial plan in life is too important to be left unattended.

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