CBG Wealth Management

Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

DEFINITION of 'Financial Plan' A comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. Would you start driving across America or Europe without a Roadmap that helps you stay focused on your destination?.

We assist you with the Accumulation and Distribution of your hard earned assets. You may have a Need to Grow assets to achieve financial independence, or you may Need an Income stream from existing investments. Our combined experience exceeds 50 years of helping clients manage their wealth through volatile market cycles.

CBG's advisors help you focus on financial issues relative to your particular circumstances. Life transitions involve many intense emotions. We can help you think clearly about all of your options, helping you identify and address the important financial issues stemming from your new circumstances.

Referrals from leading planning professionals are the primary building blocks of our practice. They include: Trust and Estate Attorneys, Family Lawyers, Private Banks and Trust Companies, Accounting Firm Tax Partners, and Family Offices. CBG works with your professional tax and legal advisors to create uniquely tailored life insurance portfolios.