SS
San Diego
Scott Stevens
Practice Lead · CEPA
Business Exit Planning
Two decades guiding founders through the sale of the company they built. Scott focuses on the years before the LOI and the decade after wire day.
CWT operates from San Diego and Brea. Each office has its own character — but every client has a single advisor and a single team supporting them.
Four advisors and three support staff.
Two decades guiding founders through the sale of the company they built. Scott focuses on the years before the LOI and the decade after wire day.
Clarity in the hardest financial conversations — widowhood, separation, and the rebuild that follows. Holds the AWMS designation specifically for this work.
Late-career W-2 households at tech companies — RSU schedules, 10b5-1 plans, and a concentrated single-stock position that has to coexist with a real retirement date. M.B.A. — University to confirm.
Keith leads the firm's operations, advisor development, and long-term vision — keeping CWT focused on a single discipline: planning around transitions.
One advisor and two support staff serving Orange County.
Tricia leads the Brea office and serves households across Orange County, with a focus on multigenerational planning and pre-retirement coordination.