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Michael G
CFP®
Granger, IN
CW Advisors, LLC
Michael Green is a CFP® professional with 14 years of experience in financial advisory. He currently works at Congress Wealth Management LLC and previously spent nine years at Pinnacle Advisory Group, Inc. He is based in Granger, Indiana. Michael is affiliated with CW Advisors, LLC, a multi-team firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse clientele including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach with a mix of active, passive, quantitative, and ESG strategies, supported by centralized investment oversight.
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