CWR Capital Management was founded because Carl made a promise to his late grandmother, Louise, that he would manage her investments later in her life. This promise was never able to be fulfilled because Louise passed away from a battle with Alzheimer’s in 2014 when Carl was a freshman at Penn State University. The essence of the promise lives on through this venture: since Carl was never able to help his late grandmother with her finances, it is his goal to help others who may not have a financial background and need help in establishing a financial plan.
At CWR Capital Management we cherish the power of true financial planning, and we are passionate about helping others. The goal is to get to know the individual and help build an original blueprint for the life they want. To truly focus on the individual we are accepting a limited number of clients.
Louise was Carl’s grandmother who passed away on August 12, 2014 at Luther Acres in Lititz, PA.
Louise received a Master’s Degree from Ball State University and was employed as an elementary school teacher with the Middlebury School District in Indiana for 20 years. She was a member of the Highland Presbyterian Church in Lancaster, and the Indiana State Retired Teachers Association. Louise was a talented artist and enjoyed knitting and reading. One of her greatest joys in life was helping to raise her three grandsons.
