Meet the Team
CWR Private Client Group was founded in 2019 by Rob Read.
We have been helping individuals and small business owners achieve financial success through innovative financial strategies for over 18 years.
ROB READ
Founder
Financial Strategist
Rob Read is a the founder of CWR Private Client Group. His vast experience as a business owner, business consultant and financial planning strategist allows him to provide a clear path so his clients can have confidence in their financial decision.
Rob believes that the frustration individuals feel with regards to making major financial decisions is due to the conflicting financial messages and noise promoted within the marketplace. He is dedicated to educating and helping individuals understand the options available so they can confidently make the financial choices that are right for them.
Rob resides in St Charles County, Missouri with his wife and has four children. When he is not working with clients or insurance agencies, you can find Rob training for Ironman Triathlons.
BLAKE ADAMS
Financial Strategist
Blake is in the financial services business with a unique approach in that he helps people find money they are losing unknowingly and unnecessarily and redirecting that money back in their hands putting each dollar to work more efficiently and effectively. As a Cashflow Insight Strategist he helps design plans that maximize the money you work so hard to make and save.
He will focus on 4 areas of wealth transfer: Taxes, Interest, Inflation and Opportunity Costs. With over 15 years of working in the Insurance and Financial Service industries, his knowledge is substantial. He has put the hard to find pieces of financial acumen together in a way that will help you understand the rules of how money works. His goal is to share with you strategies that can help put you in a better financial position.
In addition, he specializes in helping create money funnels for Real Estate Investing, Private Banking and Life Insurance Contract funding. Whether you are just getting started, restarting, or well on your way financially and want a 2nd opinion he is ready to visit. He looks forward to sharing ways to help secure your financial position today and in the future.