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It’s the navigation in between those two points that will determine where you end up. That’s why we’ve designed our wealth management process to provide not only the course, but the Course Made Good — the adaptive, ongoing navigation that will help you reach your destination.
Course Made Good is a navigational term that refers to the actual route you take throughout your journey, accounting for both external forces and unexpected events in order to reach your destination. We’ve applied this principle to the wealth management process.
Independence is essential to our firm’s culture, as it creates an environment of transparency and objectivity where we can deliver truly client-centric service.
Our unique risk mitigation strategies help keep your portfolio on course, and we approach your broader plans and goals with the same discipline. It’s about building stability, financial longevity and reliable income for the long term.
We take the journey with you, providing financial guidance and regular communication to help you navigate the waters between point A and point B.
Our clients have access to the full gamut of wealth services, including investing, retirement, tax strategy, insurance, wealth transfer, and specialized strategies like retirement income planning.
We operate with an in-house team of professionals who are available to take your call and return your email—without phone trees, wait times or automated systems.
We work with corporate executives from some of the largest corporate offices in the state, designing sophisticated strategies for their investments, qualified plans, stock options, and more.
Our process allows for tactical shifts that can help you build wealth, as well as navigate significant market events like those we’re experiencing today. The CMG Portfolio Review is an efficient way for us to illustrate: