CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has partnered with Agili, an independent, fee-only firm that blends financial planning, investment strategy and strategic services. The deal adds $1.2 billion of assets under management to CWA.

Agili will adopt the CWA name and brand, and each of its offices in Richmond, VA and Bethlehem, PA will remain open.

Since 1993, Agili has served high-net-worth individuals and families throughout the country. Through their tailored “Personal CFO” offering, the Agili team provides personalized planning and investment management to forge long-lasting relationships with clients and put in place strategies seeking to preserve and grow generational wealth.

CWA has 11 offices across the country, 113 employees and over $10 billion of assets under management, following the addition of Agili.

Agili President Michael Joyce, CFA, CFP®, will become Executive Managing Director, Mid-Atlantic Leader for the combined firm.