Caldara, Wunder, and Associates

Financial advice, guidance, and tools that enable you to intentionally pursue your dreams.

CWA provides financial advice, guidance, and tools to that enable our clients to intentionally pursue their dreams. We assist in minimizing the risk of our client’s future dependency on government or charity.

We best assist professionals, entrepreneurs, and some retirees – who all are facing the challenges brought on by success.

We serve our clients, our community, our profession and our country by delivering in three key areas:

Defensive strategies -designed to help you plan for the expected events and prepare for the unexpected ones.

Offensive plans specific to your individual situations and concerns. 

Engaging a Special Team of other professionals that we have spent a career qualifying and building relationships with.

Connected

Member: National Association of Insurance and Financial Advisors®

Member: Leaders Group Directors Council

We’ll work with you to explore the choices you may have already made and couple them with the ones we think best fit your individual needs, wants, and wishes.