CMG Wealth Management

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We're in a rapidly changing
market environment.

The CMG Portfolio Review is hosted by our lead portfolio managers:

James Pacholek CFP®

Managing Partner and CEO
  • 20+ years of experience
  • Certified Financial Planner™ Practitioner
Full bio

James Pacholek CFP®

Managing Partner and CEO
  • 25+ years of experience
  • Certified Financial Planner™ Practitioner
Full bio

CMG Wealth Management is an independent firm operating under the fiduciary standard of care, with custodial services through Charles Schwab.

The CMG Portfolio Review

Our investment 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:

  • How tactical shifts can impact your portfolio
  • How your investments are positioned in the current market cycle
  • How our investment strategy works in different market environments
Schedule your CMG Portfolio Review

Who Is CMG Wealth Management?

CMG stands for “Course Made Good,” 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. Our independent firm is led by Steve Engels and James Pacholek, two protection-minded investment professionals with 50 years’ combined experience.

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