Our Partners

At CWA Brokerage, we empower financial advisors, fiduciaries, and insurance producers with a flexible collaboration approach. This means you have the freedom to determine the extent of your engagement with us, allowing you to work as much or as little as you desire. Our platform is designed to accommodate your preferences and support a dynamic working relationship, while also providing maximum compensation rates.

Insurance Producers

At our brokerage, we are dedicated to enabling insurance producers through a tailored range of services that match their distinct needs and objectives. Utilizing our expertise, we provide you with the necessary tools to achieve success with your high end clients.

Wealth Advisors

Our brokerage services are tailored to complement investment strategies, offering solutions such as premium finance, multi-generational split-dollar, and IRA Max strategies. With a comprehensive understanding of wealth preservation, we work closely with wealth advisors to integrate insurance seamlessly into their clients’ broader financial plans, ensuring a holistic approach to financial success.

Fiduciaries

Estate planning attorneys and CPAs play a crucial role in securing the financial future of their clients, and at our brokerage, we stand ready to be strategic in this endeavor. Our insurance brokerage services are designed to align seamlessly with estate planning goals. We are experienced in the creation of financial plans that protect and preserve wealth across generations.

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.