At The Craddock McWane Collins Group our mission is to help our clients develop plans to achieve their financial goals by accumulating, growing and preserving their assets. We work in partnership with clients to establish a long-term, disciplined investment strategy. We aim for a balanced portfolio mix, designed to fit unique situations and focus on achieving long-term goals.
The Craddock McWane Collins Group was founded in 1998 and proudly joined Baird in January 2010 from Morgan Stanley Smith Barney. The CMC Group is a private wealth management and financial advisory team comprised of John Craddock Sr., Paul McWane, Tom Collins, and John “Crash” Craddock Jr.
Here at Baird, we recognize that no two clients are the same and that each financial situation is unique to the individual. With the CMC group, we take pride in our customer service and work alongside clients to ensure the best results from a cooperative teamwork effort. We work to create a detailed strategy and complete financial plan focused on the long-term thinking of wealth preservation and growth.
Many financial advisory teams specialize in a single area and do not offer a wide array of options to fully diversify and optimize a client’s portfolio; however with The Craddock McWane Collins Team we are dedicated to our collaborative process that enables us to be able to offer a variety of financial services to fit any client’s specific needs:
Investment Management Services:
- Diverse Portfolio Management
- Cash Management
- Private Equity and Asset Management
- Brokerage Services
- Complete Advisory Solutions
- Alternative Investments
Financial Planning Services:
- Retirement Planning
- Educational Planning & Debt/Student Loan Optimization
- Estate Planning
- Wealth Transfer
- Multiple Income-Flow Development Strategies
- Legacy Planning
Risk & Liability Management:
- Income Security Strategies
- Insurance Coverage Analysis
- Wealth Stability