Cushwa Wealth Managers, LLC

About

Our commitment is to help you work towards all your financial goals and pursue a "worry free" retirement.

Story

David K. Cushwa IV, President & Wealth Manager

For over 40 years, I have provided a combination of wealth management, financial planning and small business advisory services to a wide variety of clientele from all walks of life. Having worked for years with several major national investment firms, I made the client conscious decision to start an independent wealth management firm in 2011. As an independent financial services firm, all assets are currently held with major financial custodian firms outside of Cushwa Wealth Managers. Our advisory practice is unbiased and not influenced by any investment firm, bank or insurance companies.

Mission

Work Ethic and Client Service Philosophy:

I believe many of us have only one opportunity to plan for our retirement and do it right. As your wealth advisor, I take the responsibility of helping you do this very seriously for both individuals and employer plan sponsors on the corporate level. This is the backbone of my specialization. You owe it to yourself and your family to work with an advisor who brings advanced credentials along with years of experience to the table.

- Unbiased, independent and objective information

- Full disclosure of all fees and processes

- Strict adherence to ERISA and SEC issues

- Review and integration of all investable assets and sources of potential retirement income

- A customized, easy to understand financial plan that seeks to preserve your capital, along with opportunistic potential for growth strategies when markets allow