Services
Click the Red Door logo to visit their website.
To best address our clients’ needs, CWB formed our sister company, Red Door Wealth Management, providing a centralized relationship for your tax, financial planning and investment needs. Our strategic partnership with Red Door can help you simplify your financial life. Red Door’s services include the following:
Privately Held Business Services
- Retirement Plan Services: Design, Implementation, Education & Compliance
- ERISA Asset Management
- Business Consulting Services
- Start-up Funding Consultation
- Expansion Funding Consultation
- Mergers & Acquisitions
- Business Valuation
- Accounting
- Complex Tax Planning & Compliance
- Assuring Services
- Software Consulting & Implementation
- Outsourced Staffing