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Anyone who has ever navigated a boat knows that if you do nothing more than set your initial trajectory, you’ll end up somewhere other than your target destination.
The same is true of your financial goals. When your money needs to last as long as you do, you need a process in place to adapt to the unexpected, and we’ve built that process into our comprehensive wealth management approach. That’s what makes CMG Wealth Management different.
Diana Brown started her career as a wire operator in 1978 and today she is responsible for client service and administration at CMG Wealth Management. Her remarkable depth of experience is most evident in her ability to understand personal needs, and to create a warm and inviting atmosphere for each client.
Though she has also held roles in back office operations, Diana has an extensive professional history in service positions, working directly with wealth advisors and their clients. She has been a licensed associate for over 20 years and first began working with Steve Engels in 2001. Outside of the office, Diana and her husband have two dogs and they enjoy travelling whenever they have the opportunity.
[email protected] | (469) 729-7251
Steve Engels began his career in the financial services industry in 1993. Throughout his career he has always valued discipline and consistency when it comes to wealth management. As a fiduciary, he applies the highest standard of care to each of his client relationships. It is this combination of experience, discipline and the fiduciary standard that has formed the basis of CMG Wealth Management.
Before launching CMG Wealth Management alongside James Pacholek, Steve accumulated decades of experience helping both individual and institutional clients navigate through a variety of market conditions. He holds the Certified Financial Planner (CFP®) designation as well as a Bachelor of Business Administration from the University of Texas at Austin. Steve is married and has two children.
[email protected] | (469) 729-7215
James Pacholek has been in the financial services industry since 2000. He held wealth advisory roles in two Fortune 500 companies before partnering with Stephen Engels to form CMG Wealth Management.
In 2006, James attained the Certified Financial Planner designation and began delivering personalized wealth advice as a CFP Practitioner. During this time he also led fellow advisors as a Field Training Director and developed an appreciation for the kind of planning and investing that can adapt to life’s changes. Like-minded in their approach to wealth management, James and Steve launched CMG Wealth Management as an independent firm so that they could focus on guiding clients through market cycles and life events with a disciplined process.
An active member of his church and local community, James lives outside of Dallas, Texas with his wife and two sons.
[email protected] | (469) 729-7216
CMG Wealth Management is an independent RIA operating under the fiduciary standard of care and supported by a network of partners.
Our custodial partner is Charles Schwab, who also provides back office support, security systems and other resources. One of the largest and most trusted custody firms in the country, Charles Schwab was named by the United States government as one of nine systemically important financial institutions in the US.
Our partnership with eMoney Advisor enables us to provide each client with a personal financial website that consolidates all account, cash flow and planning information in one intuitive dashboard.
eMoney is a leading technology platform that helps investors across the country to simplify the financial management process.
Orion has a 20-year history of helping advisors deliver custom financial solutions to their clients. Through personalized reporting, trading and portfolio rebalancing, they help us deliver on our commitment to serving the unique investment needs of our individual clients.
CMG Wealth Management is among the 1,500+ advisory firms across the US who have integrated Orion’s tech-forward solutions.
Our independence is important to us and to our clients. It enables us to establish a deeper level of trust with our clients, because we guide them to the best of our ability without any question as to whose interests are being served.
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:
