Financial clarity that builds wealth and creates legacy.
“Tax strategy, financial planning, and education for individuals, families, and business owners.”
Building Wealth. Creating Legacies.
CW Legacy Wealth was founded on the belief that financial knowledge should be clear, empowering, and accessible. With over 15 years of experience in banking, tax, and financial education, Catherine Willis helps individuals and families move from confusion to confidence—one strategy at a time.
🟢 15+ Years of Experience
Banking, tax preparation, and financial planning expertise you can trust.
🟢 Educator & Financial Strategist
Breaking down complex financial topics into clear, actionable strategies.
🟢 Community-Centered Approach
Rooted in service, education, and generational impact—because wealth should uplift families and communities.
How We Help
â—† Tax Preparation & Strategy
Accurate filing. Strategic planning. More money kept.
â—† Financial Planning
From everyday budgeting to long-term wealth building.
â—† Business Services
Clear guidance for compliance, structure, and growth.
â—† Education & Bootcamps
Learn how money works—on your terms.
Why Choose
CW Legacy Wealth
At CW Legacy Wealth, we do more than manage numbers—we focus on people, purpose, and prosperity. Our mission is to provide the clarity, tools, and strategies you need to take control of your finances and build a lasting legacy.
Here’s why clients choose us year after year:
â—† Proven Experience
Over 15 years in banking, finance, and business—delivered with precision and care.
â—† Personalized Financial Solutions
No one-size-fits-all plans. Every strategy is designed around your goals and lifestyle.
â—† Education-Driven Guidance
We don’t just manage money—we help you understand it.
â—† Secure & Convenient Process
Flexible virtual and in-person options with secure document sharing and clear communication.
â—† Community & Legacy Focused
Built on service, mentorship, and generational impact—because wealth should strengthen families and communities.