A Family Office

Our Story

Cowling Bay Wealth Management is an independent wealth management firm focused on providing clients with comprehensive wealth planning and investment advice.

We strive to engage our core values of integrity, honesty, and diligence daily, to provide services to individuals and families throughout Wisconsin. As a fiduciary, we are charged with providing independent advice that is in the best interest of our clients.

CBWM is a fee-only registered investment advisor based in Northeastern Wisconsin.

About David Schedler

David has an extensive background in wealth management with particular depth in managing high-net-worth relationships, retirement planning for business owners and retiring professionals. Before creating Cowling Bay Wealth Management, he was a founding member and shareholder of an independent trust company managing $1.3 billion in client assets providing investment, and planning services for high net worth clients across the United States. David has worked for a large national wealth management bank and a large regional trust company. 

David earned a Bachelor of Business Administration from the University of Wisconsin - Eau Claire and has passed the Series 65 and 66 examinations.

In his spare time, he enjoys spending time with family and friends, traveling, cooking, golfing, and cycling.

Volunteer activities include current member of the finance committee at Fox Cities Performing Arts Center, past president and board member of the Boy’s and Girl’s Brigade.

Certified Private Wealth Advisor® (CPWA®)

David is a Certified Private Wealth Advisor® (CPWA®) professional. The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients.

Recently, the standards and education organization that oversees my certification changed their name, from the Investment Management Consultants Association® (IMCA®) to the Investments & Wealth Institute®.

Please review this brochure for an outline of what the CPWA certification is and what it takes to earn certification, including the four “E’s”: education, ethics, experience, exam.

Why Us?

  • Independent

    Independent Registered Investment Advisors are professional firms that provide personalized financial guidance and direction to their clients, many of whom have complex financial needs. Because we are independent, we are not tied to any firm, particular families of mutual funds or investment products. As fiduciaries, we are held to the highest standard of care and are required to act in the best interests of our clients at all times. We are registered with the Securities and Exchange Commission.

  • Fiduciary

    A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries adopt a code of ethics and fully disclose how they are compensated.

  • Comprehensive

    We work with clients to create integrated, efficient, and personalized financial strategies and solutions. Clients with complex needs trust us to carefully examine and streamline their financial lives by ensuring that all the moving parts fit together and are working efficiently and harmoniously. In helping clients grow, preserve, and transfer wealth, we tend to the details without ever losing sight of the big picture. Our consultative approach creates blueprints that our clients can use to rally all their professional advisors to pursue comprehensive, agreed-upon goals.

  • Client-First Philosophy

    Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.

Our Clients

We serve a diverse group of clients, from 20-somethings to retirees. What they share in common: An insistence on trustworthy, expert advice with no strings attached.

  • High-net-worth individuals and families, including those who are still building wealth and those who are retired.

  • Business owners, who seek both guidance through a liquidity event and a partner in managing their wealth.
  • Retiring Professionals, that require expert, objective investment, and financial planning advice to achieve their financial goals.

Complimentary Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Let's chat

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