Building Your Wealth Plan for Life's Uncertainties

We Specialize in Tailored Wealth Planning, Including Tax, Estate, and Investment Strategies

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Personalized Financial Strategies

Tax Planning Expertise

Tailored
tax strategies for your needs.

Risk Management

Proactive
risk management solutions.

Estate Planning

Comprehensive
estate planning services.

Professional Investment Management

We, at CWPIM, short for Conscientious Wealth Planning and Investment Management LLC, focus on creating an investment portfolio that aligns with your unique financial goals. Discover a fresh, innovative approach to professionalism, driven by integrity and a genuine passion for enhancing not just your financial well-being but your everyday life. Our holistic wealth planning is centered on you, fostering a lifelong relationship with you and your loved ones.

How We Work

Client-Centric Wealth Management

Our client-centric approach ensures that your wealth plan is tailored to your specific needs. We pride ourselves on transparent communication and building lasting relationships based on trust. Our commitment to excellence provides you with peace of mind and a clear vision for your financial future.

See What We Offer

See What Our Clients Say

My family has known Ali Syed since I was 14 years old, I'm 32 now! He has managed my accounts, my parents and my grandfather's (when he was still alive). I can not say enough great things about him. He is loyal, honest, brilliant and very diligent when it comes to financial planning and investments. We have all trusted him whole heartily and have never been disappointed. He stays in contact with us and we have quarterly meetings where he gives us detailed updates and makes suggestions based on the market, the economy and world events. I would consider him to be family first before my financial advisor. He takes his job very seriously and his level of professionalism and experience make him the only person I would trust with my current investments, and future planning. He is a 10/10!!

Sabrina Kuhn

Ali is hands down the best financial planner and advisor I’ve ever met. He’s shepherded my family through both boom and bust and has always been thoughtful, detail oriented, and responsive. His incredible work ethic and unwavering morality make him someone I trust with my hard earned finances.

However, it’s the fact that he cares deeply about my wellness and my family’s future that make Ali exceptional. From putting me in touch with resources for tax planning to trust creation, Ali has always been thinking about the big picture. I’m so thankful to have someone as intelligent and proactive as Ali watching out for me. Cannot recommend him enough!

Joseph Song

We have known Ali Syed for almost 20 years, through the inception of CWPIM. His professionalism, knowledge and personal touch has been outstanding. We have mentioned him to many of our friends and will so in the future

William Malzone

Passion, knowledge and general interest in achieving the best for his clients. I would highly recommend him to anyone wanting to achieve better financial outcome. Looking forward to the coming years. Linda, and Frank 2020.