Peter
Flournoy
Cw Advisors, LLC
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About this Advisor
Peter Flournoy is a financial advisor based in Boston, Massachusetts, working with Cw Advisors, LLC. Peter has previously held positions at First Presbyterian Church Of New Canaan, Spire Wealth Management LLC, Peter W. Flournoy, Cpa, Flournoy Wealth Consulting, LLC, and Congress Wealth Management, LLC. Peter has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Peter is part of Cw Advisors, LLC, which operates out of Boston, Massachusetts. The firm has 12 offices and 76 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cw Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Cw Advisors, LLC Brokerage Details
$6,920,412,973
76
9,978
$693,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Peter Flournoy Work History
Congress Wealth Management, LLC
Peter W. Flournoy, Cpa
Congress Wealth Management, LLC
Spire Wealth Management LLC
Flournoy Wealth Consulting, LLC
First Presbyterian Church Of New Canaan
Disclosures
Please visit the SEC profile of Peter Flournoy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cw Advisors, LLC
Columbia, MD
Boston, MA
Boston, MA
Westport, CT
Boston, MA
Wynnewood, PA
Boston, MA
Boston, MA
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