We founded this firm because we felt that many individuals, families, and business owners were underserved. Too many firms forgo the most important aspect of what people need: planning.
Where We Add Value
We offer an independent, objective process whereby we thoroughly assess and analyze your complete financial picture to ensure that your strategy reflects your values, risk tolerance, and ultimate life objectives. We’ve built a reputation based on sound judgment and prudent decision making, which has helped our clients protect their existing assets and successfully pursue their goals. Our wealth management approach seeks answers to the tough questions that come with modern living.
How We’re Different
CG Capital, is not a transactional firm. We emphasize planning and education, as we have found that too many individuals and couples do not understand the financial products they own or why they own them. If a picture is not present while trying to assemble a puzzle, the task becomes very difficult. We help put the pieces together so you have a clear picture of where you’re going.
We chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. The partnership ensures that clients will receive access to a wide variety of investment choices to complement their financial goals and also helps CG Capital, best serve clients in a seamless and efficient manner by providing back-office, investment, and technology support.