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Empowering Fiduciaries, Safeguarding Legacies

Our mission is to be the trusted partner of fiduciaries by delivering tailored insurance solutions that safeguard and enhance the financial legacies of their clients.

Our Purpose

We are committed to delivering tailored, transparent, and trusted services, ensuring that every decision aligns with our shared goal of securing a resilient and prosperous future for those entrusted to your care.

Our Values

We uphold the highest standards of integrity in all aspects of our business. Trust is the foundation of any fiduciary relationship, and we are unwavering in our commitment to transparency, honesty, and commitment to the highest level of service.

Your Trusted Partner in Comprehensive Insurance Solutions

CWA Brokerage is a comprehensive insurance group with over 20 years experience helping fiduciaries and their clients solve their life insurance needs. Our expertise is in a number of advanced insurance and estate planning strategies.

We understand the importance of choice and flexibility. That’s why we provide our partners with access to over 80 life, long-term care, disability and annuity carriers.

Dedicated to providing a flexible, integrated, and customized service model to provide comprehensive insurance advice to our partners.

Expertise in advanced insurance strategies, including premium finance, multi-generational split dollar, and estate equalization strategies.

Our Top Carriers

Home – New

Platinum Club Member
(1 of 25 Providers Nationally Recognized)

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We believe in the power of strategic partnerships.

Explore how we can help you navigate the complexities of advanced insurance strategies.

Whether you’re an individual fiduciary or part of an organization, our collaborative approach ensures tailored solutions to meet your clients’ needs.

5th Avenue Brokerage, LLC dba CWA Brokerage (“Firm”) is brokerage general agency firm located in Naples, FL. The Firm is controlled by certain beneficial owners of CWA Asset Management Group, LLC d/b/a CWA Wealth Advisors (“CWA”) and CW Institutional. Clients are not obligated to conduct business with or implement investment recommendations received by CWA or any affiliate of the Firm.
For additional information, please refer to CWA’s ADV Part 2A.

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