Unparalleled partnerships
CG Wealth Management empowers elite wealth advisors in our industry to deliver an unparalleled client experience and solutions to meet their clients’ goals.
We combine the robust resources of a trusted global financial services firm with the personalized approach and individualized services of a boutique. As a result, CG Wealth Management advisors get access to deep capabilities. These include:
- Integrated wealth, estate, and insurance planning solutions
- A full suite of portfolio and tax planning services
- Competitive margin and investment lending capabilities
- World-class fixed income, cash management and foreign exchange rates
- Independent equity research on more than 900 companies across a broad range of growth sector
