CM Wealth offers wealth and lifestyle services tailored to multi-generational families.

With over 40 years of experience and $2 billion in assets under advisement, CM Wealth operates with the institutional mindset of a multi-billion-dollar single-family office. The firm focuses on capturing opportunities in less efficient markets to drive outperformance.

CM Wealth operates with a deep network in private markets, forged over 25 years of focus in these markets with over $800 million committed to private investments. The firm maintains a highly selective process, investing in less than 1% of opportunities evaluated.

The analysis explores the shift from AI valuations to geopolitical risks, including the Strait of Hormuz closure, and notes CM Wealth’s lack of exposure to recent private credit liquidity issues.

Financial markets rose in Q2 2026, with the Dow Jones U.S. Small Cap Index outperforming the S&P 500, supported by manufacturing reshoring and AI infrastructure spending.

The Q3 market review examines how oil prices, Treasury yields, and Federal Reserve rate hikes affected equities, with AI infrastructure spending driving the S&P 500’s 2.3% gain.

CM Wealth serves clients in greater Cleveland and Akron, throughout Ohio, and across the nation in areas of wealth management, private investment, succession planning, family governance, and more.

CM Wealth named Paul Bodnar as chief executive officer, marking a step in its decade-long succession plan for multi-generational client families.

Cynthia Resch is the senior investment strategist and a partner at CM Wealth, a multi-family office in Ohio specializing in private equity and other private investment, retirement, succession, exit strategy, trusts and estates, philanthropy, and family governance.

Douglas McCreery is the chief executive officer and a partner at CM Wealth, a multi-family office in Ohio specializing in private equity and other private investment, retirement, succession, exit strategy, trusts and estates, philanthropy, and family governance.

Douglas Smorag is the chief operating officer and a partner at CM Wealth, a multi-family office in Ohio specializing in private equity and other private investment, retirement, succession, exit strategy, trusts and estates, philanthropy, and family governance.

James W. Wert is the senior client advisor and a partner at CM Wealth, a multi-family office in Ohio specializing in private equity and other private investment, retirement, succession, exit strategy, trusts and estates, philanthropy, and family governance.

Reach CM Wealth, a multi-family office in Ohio, with questions related to private equity, private investment, retirement, exit planning, succession planning, tax strategies, family governance, philanthropy, and more.

CM Wealth, an employee-owned firm founded in 1983, manages over $2 billion in assets for families nationwide, providing private equity access and governance support.

CM Wealth, an employee-owned firm founded in 1983, manages over $2 billion in assets for families nationwide, providing private equity access and governance support.