“Building Wealth, Creating Legacies.”
Your journey to financial clarity starts here.
About CW Legacy Wealth
CW Legacy Wealth (formerly Ways2Wealth Services, LLC) was founded by Catherine Willis, a seasoned financial professional and educator with over 15 years of experience in the banking, finance, and business sectors.
Our mission is simple — to help individuals and entrepreneurs gain financial clarity, build lasting wealth, and create legacies that extend beyond generations.
Through personalized tax preparation, financial planning, and small business support, CW Legacy Wealth provides the tools, guidance, and confidence you need to take control of your financial future. Whether you’re filing your taxes, setting up a new business, or planning your family’s long-term goals, we’re here to make your journey simple, strategic, and successful.
Our Services
At CW Legacy Wealth, we believe financial success starts with clarity, confidence, and a plan that aligns with your goals. Whether you’re an individual, family, or small business owner, our comprehensive services are designed to help you build, protect, and grow your legacy — one step at a time.
◆ Tax Preparation
Take the stress out of tax season with trusted professionals who understand the details that make the difference.
We specialize in:
◆ Individual & Business Tax Returns
◆ S-Corp & Self-Employed Filings
◆ Amendments, Prior Year Returns, & Audit Support
◆ Tax Planning Strategies to Maximize Deductions
Our secure process makes it easy to upload your documents and file confidently — virtually or in person.
◆ Financial Planning
Turn financial goals into achievable milestones with a personalized plan that works for you.
Our financial planning services include:
◆ Budget Creation & Expense Tracking
◆ Savings & Debt Elimination Strategies
◆ Credit Building & Repair Guidance
◆ Legacy & Wealth-Building Strategy Sessions
We help you make informed decisions today that lead to lasting wealth tomorrow.
◆ Business Services
Build your dream business with the right foundation and expert guidance.
Our business support includes:
◆ New Business Setup & EIN/LLC Filing
◆ Financial Planning & Strategy for Entrepreneurs
◆ Notary & Document Certification Services
◆ Financial Consulting for Startups & Small Businesses
From idea to execution, we ensure your business is set up for success — with clarity, compliance, and confidence.
◆ Virtual & In-Person Services
Whether you prefer meeting face-to-face or handling everything from the comfort of your home, CW Legacy Wealth offers both virtual and in-person services to fit your schedule and comfort level.
Your time matters — and so does your peace of mind.
Why Choose
CW Legacy Wealth
At CW Legacy Wealth, we don’t just focus on numbers — we focus on people, purpose, and prosperity. Our goal is to empower you with the knowledge, tools, and strategies to take control of your finances and build a lasting legacy for generations to come.
Here’s why individuals, families, and business owners trust us year after year:
◆ Experience You Can Trust
With over 15 years of experience in banking, finance, and business management, our expertise ensures your financial goals are handled with precision, professionalism, and care.
◆ Personalized Financial Solutions
No two clients are the same — that’s why every plan we create is customized to your unique needs. From tax preparation to long-term financial planning, we tailor our approach to fit your lifestyle and goals.
◆ Education-Focused Approach
We believe that financial literacy is the foundation of wealth. Through education and transparent guidance, we empower our clients to make informed decisions that support their financial success.
◆ Secure & Convenient Process
Our virtual and in-person options make it easy to connect, share documents securely, and stay on track — wherever you are. We combine convenience with confidentiality to give you peace of mind.
◆ Commitment to Community & Legacy
As a mentor, educator, and community leader, Catherine Willis integrates her passion for service into every aspect of CW Legacy Wealth. When you partner with us, you’re not just improving your finances — you’re joining a movement to build stronger families, communities, and futures.
Contact CW Legacy Wealth
We’d love to connect with you! Whether you’re ready to file your taxes, need guidance on building a financial plan, or want to start your business the right way, CW Legacy Wealth is here to help.
Reach out today to schedule your consultation — virtually or in person.
◆ Business Information
CW Legacy Wealth
(formerly Ways2Wealth Services, LLC)
Founder & CEO: Catherine Willis, MBA, MA
📍 Location: Miami, Florida (Serving Clients Nationwide)
📞 Phone: (954) 451-7675
📧 Email: cwlegacywealth@gmail.com
🌐 Website: www.cwlegacywealth.com
◆ Hours of Operation
Monday – Friday: 9:00 AM – 6:00 PM
Saturday: By Appointment Only
Sunday: Closed
◆ Connect With Us
Follow CW Legacy Wealth for financial tips, tax updates, and legacy-building inspiration:
🔗Facebook | Instagram | TikTok | LinkedIn
◆ Schedule Your Consultation
Ready to take the next step?
Click below to get started with your free consultation or tax client intake form.