Take charge of
your financial
future
Our Approach
We are here to help you achieve the goals that matter most
True wealth is deeply personal—it’s a continuous journey toward achieving what is most important to you. We offer a blend of financial services to help you attain the wealth you need to live with purpose.
Our open, trustworthy, and transparent approach offers you the knowledge and confidence to make the right financial choices as you experience every stage of your life.
More time and energy
Focus on your loved ones and passions while we take care of your financial planning.
A better quality of life
With your finances in good hands, you can feel secure and enjoy life more fully.
A lasting legacy
Enjoy peace of mind knowing your family’s future is protected.
How to Get Started
Schedule A Call
A lifelong relationship begins with your first call. Reach out, and we’ll take the time to understand your needs, wants, and concerns. If it feels like the right fit, we’ll connect you with an advisor who’s ready to guide you through the process.
Talk To An Advisor
We’re here to get to know you on a deeper level. Together, we’ll review your current financial picture and have thoughtful discussions about your goals for the future, ensuring every step is aligned with what matters most to you.
Create A Plan
We know that life can be unpredictable—we’ve been there too. We’ll create a flexible financial plan designed to handle both expected and unexpected events so you can feel secure no matter what life throws your way.
Let’s Connect!
Frequently Asked Questions
How does CLG get paid?
Most of our clients pay their advisors an annual fee – billed quarterly – based on the assets under management. Advisors can also choose to charge a consulting fee, which may be hourly, annual, or a one-time payment.
Who are CLG clients?
We work with individuals, families, small business owners, and athletes.
Is CLG a fiduciary?
Yes. Fiduciaries are individuals or organizations that act on behalf of others and are required to prioritize their clients’ interests over their own.
How much experience does CLG have?
We have over 170+ years of combined industry experience.
