CWM Solutions

Continue Working & Moving.Your Life, Your Goals — Backed by Smart Financial Protection.

At CWM Solutions, we help ambitious individuals secure their future through modern, no-BS insurance and financial strategies.
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The Team

Dancy Tee — Senior Advisor & Agency Manager

With a smile that puts anyone at ease, Dancy brings a seasoned, down-to-earth touch to financial conversations. Her clients often say talking to her feels like chatting with a wise neighbour—friendly, sincere, and always with your best interests in mind. Behind the warmth is years of solid experience and sharp insight.

Vee Li — Financial Doctor (Also Lowkey a Strategist IRL & In-Game)

Calm, thoughtful, and a bit allergic to gimmicks, Vee Li helps you craft financial plans that actually make sense. No pressure, no fluff—just honest advice with real impact.

Chris - Wealth Planner

A mother of 2 and a successful business owner, Chris understand the concerns of entrepreneurs needs and wants.

Sheng Moon — Wealth Planner

Gentle, attentive, and quietly dedicated, Moon brings a mother’s care into her work. With a thoughtful, conservative approach, she supports clients through life’s changes—always mindful of the small details.

Christine — Wealth Planner

From first contact one will feel her humble and warmth. Experienced in local & Taiwan situations, Christine will be your friendly consultant. Her clients strongly believes in wealth preservations.

Alex — Wealth Planner

Rookie that wants to retire his father! Alex is now learning financial planning starting with his family.Contact our manager to know more of our rookie programme!

We’re not just insurance agents.
We’re your financial growth allies.

Book a Free 15-Min Chat!