Helping You Through Every Phase of Your Business
Everyone has immense potential to create the business they want and the success they desire. Our mission at CLG is to collaborate with you to become an incredible performer in your career and life. For more than 50 years, CLG has helped financial advisors build, optimize and realize the equity in their businesses. Whether you want to partner with a RIA or build your business with broker-dealer support, we understand the financial advisor business lifecycle and can help you through each phase. As a hybrid RIA, CLG offers an ideal solution to financial advisors who desire flexibility in growing their businesses and more control over their clients’ investment strategies. We offer a broad range of advice driven strategies and solutions that support advisors in providing sound guidance on every aspect of their client’s financial position.