CEG Wealth Partners, LLC

CEG Wealth Partners, LLC is a newly formed, privately held advisory firm that works with individual clients at various life stages — from recent graduates and newlyweds to business owners, executives, and retirees. The firm provides financial planning, goal setting, coaching and investment recommendations, while expressly stating it will not take custody of client assets or exercise discretionary trading authority.

CEG’s investment approach emphasizes passive, buy-and-hold strategies built around low-cost, index-tracking ETFs, with portfolio tailoring for clients who want sector or thematic tilts and periodic rebalancing. The firm conducts quarterly reviews and also offers educational seminars and workshops for group instruction; it makes both asset-based and hourly advisory arrangements available.

A few operational features distinguish CEG from many peers: it charges asset-based fees while noting it will not actively manage or have discretionary control over client funds, and it offers an explicit hourly option for one-time or occasional engagements — practices that are less common among firms in this regulatory category. The founder’s separate, active real estate and golf ownership interests (managed through related LLCs) and the firm’s stated restriction against client participation in those ventures are additional noteworthy details.