Cowling Bay Wealth Management is an independent wealth management firm focused on providing clients with comprehensive wealth planning and investment management services. We strive to engage our core values of integrity, honesty, and diligence daily, to provide services to individuals and families throughout Wisconsin. As a fiduciary, we are charged with providing independent advice that is in the best interest of our clients. CBWM is a fee-only registered investment advisor based in Northeastern Wisconsin. Cowling Bay Wealth Management, LLC (“CBWM”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where CBWM and its representatives are properly licensed or exempt from licensure. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Cowling Bay's advisory persons after entering into an advisory agreement and provided Cowling Bay with all requested background and account information. If you have any questions regarding our policies, please contact us at www.cowlingbay.com.