Experience the
CLG difference
Your life is our business
Our Vision
We believe in a high degree of personal attention and a transparent, trustworthy approach – guiding you toward confident financial decisions.
Who We Are
Founded in 1963 by John and Jan Cartwright, the CLG Wealth Management team has spent decades helping clients achieve their financial goals.
Over the years, we’ve expanded our offerings to include a comprehensive range of financial products and services tailored to meet your needs at every stage of life.
Rooted in trust and transparency, we’re committed to getting to know you and your family, helping you achieve meaningful goals and realize your full financial potential.
Our logo reflects this philosophy. Inspired by a metal statue at the Olympic Gardens in Switzerland, it features a yellow box to symbolize the individual and a larger blue box to represent their potential.
The contrast between these two boxes represents where we are now and where we can be. Our team firmly believes that surrounding our clients with the right partners will inspire all of us to make informed decisions through communication and planning, in turn helping us navigate this challenging, amazing life we all have in front of us.
Discover What Makes Us Different
Lifelong Partnership
Lifelong Partnership
We’re here for you every step of the way. We take the time to truly understand and prioritize your needs – and your family’s – and are committed to always acting in your best interest.
Empathy and Experience
Empathy and Experience
We have been through and continue to take on life’s challenges, just like you. We listen, care, and use decades of experience to provide you with real solutions that work for your situation. You’re the reason we’re here and we’ll treat you with the care you deserve.
Beyond Transactional
Beyond Transactional
Our focus is on building a meaningful relationship with you and your family, helping you achieve your goals and secure your future. We’re committed to educating you and proactively seeking opportunities to help you create the life you dream of.
Meet Our Valued Team
Get Started With a Team
Committed to Your Success
If you’re looking for a personalized approach to your finances,
start your journey with a team who is with you every step of the way.
Schedule your introductory call today.