Empowering advisors.
Elevating client experiences.
At CG, we empower advisors with industry-leading technology, real-time insights, and expert perspectives to drive efficiency, deliver tailored solutions, and create a highly personalized client experience. Our entrepreneurial culture gives you the flexibility to serve clients your way. Our dedicated in-house support team ensures a seamless transition—so you can focus on unlocking long-term growth potential for your practice and achieving the best possible outcomes for your clients.

Matt Langsford
Senior Wealth Advisor & Senior Portfolio Manager

Lori Pinkowski
Senior Investment Advisor & Senior Portfolio Manager

CG has an openness to listening to good ideas, and the ability to execute on them. ”
Matt Langsford | Senior Investment Advisor

Karen Harrison
Senior Wealth Advisor, Senior Portfolio Manager

CG's people and resources collaborate to create time for our clients, ensuring they receive the outcomes they truly deserve. ”
Karen Harrison | Senior Investment Advisor and Senior Portfolio Manager

Robert Smith
Senior Wealth Advisor, Senior Portfolio Manager
News & Insights
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Schedule a time to confidentially speak with Matthew Cicci, Head of our Private Client Group.