Wells Fargo Advisors

CWS Financial Advisors is a reputable and established provider of wealth management services, dedicated to the financial success of affluent households and families. Based in the charming community of Kalamazoo, Michigan, we have built enduring relationships with clients both locally and from distant locations. Our firm is personally invested in your prosperity, and we strive to provide you with the highest level of expertise and understanding from the very beginning of our relationship.

Our Philosophy

At CWS Financial Advisors, we believe in putting our clients' interests above our own. Our firm was founded on the principles of advocacy and integrity, and we remain committed to these values to this day. We have a rich history that dates back to 1983 when Jerry Cross opened the Kalamazoo office for A.G. Edwards, a national broker/dealer firm. In 2018, we became an independent registered investment advisor, and we are proud to have many clients who have grown with us throughout the years. Our mission has always been to provide financial services of value to our clients and to act in their best interest.

Our team of experienced professionals, including Joe Splendorio, CIMA Principal, Lindsey Splendorio, CFP Principal, Cory Wietfeldt, CFP Principal/CCO, Christine Batts Chief Operating Officer, Cheryl Bowman Senior Client Associate, Steffanie Pelaez Senior Client Associate, Kendra Logan Senior Client Associate, Will Roberts, CFP Financial Advisor, and Regina Spence, CRPC Financial Advisor, are all dedicated to providing personalized and comprehensive financial planning and wealth management services. We take a collaborative and communicative approach to building trust-based relationships with our clients, and we are committed to understanding and fulfilling their personal and financial goals.

As a boutique wealth management firm, we believe that ownership comes with a level of responsibility that ensures the highest level of service. We genuinely enjoy the work we do and the time we spend in conversation with and in service of our clients.

Our Approach

When you contact us, you can expect to connect with a trusted professional who will listen to you with empathy and an open mind. When you work with us, you will receive actionable advice and investment strategies tailored to your needs, regular communication, and the financial and economic education you need to make informed decisions.

Our focus is on providing comprehensive wealth management services for affluent households and families. We help our clients grow their wealth, transition from employment to retirement, navigate the complexities of the sale of a closely held business, and plan for their legacies. We believe that each client relationship is an important investment, and we are committed to investing our time and expertise in you and your financial goals.