Our Passion For Helping Others Extends Beyond Financial Planning

We’re Proud Supporters of Those Who Seek to Make a Difference in the World

While our founder and wealth advisor, Larry, found his calling in helping others pursue financial confidence, it’s his commitment to raising awareness for causes close to home, giving back to the community and doing what he can for others that makes him feel fulfilled & humbled in all he does.

American Foundation for Suicide Prevention (AFSP)

After Larry lost his brother-in-law to suicide in 2004, he and his wife, Denise, joined the American Foundation for Suicide Prevention in their mission to “Save Lives and Bring Hope to Those Affected by Suicide.” Creating the Keith Milano Memorial Fund in Denise’s brother’s honor, Larry and Denise have raised around $1.5 million used to support AFSP’s mission.

We’re Proud to Support Local & National Organizations Including:
Israeli National Hockey Team
Larry has joined as a guest player for charity fundraisers in the United States hosted by the Israeli National Hockey Team to raise awareness and funds for hockey amongst Israeli and Jewish communities.
Keith Milano Memorial Fund
Established by Larry and Denise, The Keith Milano Memorial Fund helps raise awareness about the devastation of mental Illness in honor of Denise’s late brother, Keith.
Larry and his family are deeply involved with the AFSP and their efforts to empower those affected by suicide and raise funds for research & education. Larry serves on the AFSP’s National Board as well as the Finance Committee.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with CWM, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.