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CM Wealth is a multifamily office based in Cleveland, Ohio, dedicated to helping high-net-worth families invest, manage, and transfer wealth with a legacy of purpose. Since 1983, the firm has managed over $17 billion in assets, focusing on customized financial management, estate planning, investment strategies, and philanthropic initiatives to foster generational prosperity.
With a relationship-driven approach, CM Wealth emphasizes understanding each family's unique passions and goals, unifying their financial team to create a cohesive plan. The firm offers exclusive investment opportunities and ongoing support, ensuring that clients' financial and estate plans adapt to their evolving needs.
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