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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. 


 636.626.7500

1480 Woodstone Dr Suite 219

St Charles, MO 63304


Rob-Read-Financial-Strategist

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 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.



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Main Office

636.626.7500

1480 Woodstone Dr. Suite 219

St. Charles, MO 63304

*Rob Read is registered with and investment advisory services are offered through Brokers International Financial Services LLC. Member SIPC. Brokers International Financial Services LLC is not an affiliate company.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

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