CM Wealth Advisors
Overview
CM Wealth Advisors is a multi-family office headquartered in Beachwood, Ohio, managing over $1.7 billion in assets. The firm specializes in private equity and venture capital investments, having committed over $500 million to these asset classes since its inception in 1983. CM Wealth Advisors offers a comprehensive suite of services, including wealth transfer planning, estate planning, investment strategy, tax preparation, bill pay, financial education, and philanthropy, all tailored to align with clients' unique values and aspirations. The firm emphasizes a relationship-driven approach, unifying families and their advisors toward shared financial goals to foster generational prosperity and purpose. With a focus on building lasting relationships, CM Wealth Advisors aims to provide clients with peace of mind by unifying their financial team and implementing personalized financial plans that adapt to changing circumstances. Their investment strategy encompasses a generational outlook, providing clients access to curated investment opportunities in both private and public markets. The firm's commitment to personalized service and comprehensive wealth management has established it as a trusted partner for high-net-worth families seeking to preserve and grow their wealth across generations.
Investment Focus
- High-net-worth families
- Foundations
- Endowments
Reach CM Wealth Advisors directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about CM Wealth Advisors
What sectors does CM Wealth Advisors invest in?
CM Wealth Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Pepper Pike, Ohio, United States. CM Wealth Advisors is listed as a family office in the ConnectSafely investor database.
What stage does CM Wealth Advisors invest at?
CM Wealth Advisors backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 10M - 50M.
Which regions does CM Wealth Advisors invest in?
CM Wealth Advisors invests across United States.
Who are the partners at CM Wealth Advisors?
Team members listed for CM Wealth Advisors include Paul Bodnar (Partner, Chief Investment Officer) and Neal Colby (Member and Chief Financial Officer).
How do I contact CM Wealth Advisors?
CM Wealth Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
