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Wherever your heart is, there you will
find your treasure

At CWM giving back isn't something we do, it is part of who we are. It's in our DNA.

Awards & Recognition

Since our inception in 2013, we have been dedicated to partnering with local unions, schools, districts, and service clubs. We proudly invest our time, money, and talents back into the community that has supported us. Our commitment to making a positive impact has been recognized by multiple organizations, showcasing our passion for community growth. 

 

  • Covina-Valley Volunteers of the Year

  • Charter Oak Education Foundation Hall of Fame

  • California Small Business of the Year District 48

  • Honorary Service Award - Covina-Valley PTA

  • Very Special Persons Award - Charter Oak PTA

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Parternships

At CWM, we believe in lasting partnerships that extend beyond typical vendor relationships. Our commitment goes beyond monetary donations; we foster meaningful connections through recognition programs, retiree luncheons, and community barbecues. Together, we create a culture of appreciation and support that stands the test of time. Below are a few organizations we partner with:

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  • Covina-Valley USD

  • LA County Fire Battalion 15 Retirees

  • Charter Oak USD

  • LA County Fire Battalion 8 Retirees

  • Chino Valley USD

  • LA County Fire Peer Support

  • Bonita USD

  • Covina Unified Educators Association

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Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offeerd through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com www.fina.org www.sipc.org 

Chatfield Wealth Management and the avoce firms are independent, and non-affiliated.


This site has been prepared solely for the information purposes and is not intended to be solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is a registered as a broker/dealer in all 50 states. Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies.

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