CG Wealth Management

About Us

We take a purposefully different approach to wealth management.

At CG, we saw an opportunity to build a highly personalized wealth management firm that enables advisors to independently help high-net-worth families and individuals address the complex challenges of managing significant wealth.

Our global footprint, boutique culture and industry-leading resources and specialists allow us to preserve and grow your capital. Our advisors are empowered to deliver customized advice, unmatched service, and best-in-class wealth management capabilities.