A complete list of active advisors currently associated with CG Capital Wealth LLC

Warmer can help you find a great advisor at CG Capital Wealth LLC or one who fits your needs even better.

CG Capital Wealth LLC is a state-registered, single-member investment adviser that serves individual and business clients with comprehensive financial planning, discretionary portfolio management, and insurance and annuity consulting. The firm works with a small client base that includes non-high-net-worth individual clients and offers tailored guidance on employer-sponsored retirement plans as well as ongoing plan reviews. The firm constructs individualized portfolios using exchange-traded funds and mutual funds executed through a third-party platform, emphasizing diversification, cost-conscious vehicle selection, periodic rebalancing, and a long-term orientation. It accepts discretionary authority for investment accounts subject to any client-imposed written restrictions and conducts quarterly reviews with ongoing planning support for financial planning engagements. Noteworthy among peers, the firm’s principal is a licensed insurance producer and the advisory business separately facilitates placement of fixed and indexed annuities and life insurance through a brokerage general agent, with commission-based compensation disclosed to clients. The firm also uses a fixed, flat financial planning fee billed on a recurring schedule, manages individual portfolios directly (rather than participating in private fund arrangements), and relies on a third-party portfolio platform and independent custodian for execution and reporting.

To learn more about the advisors currently working at CG Capital Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Connor Goodwin	Hialeah, FL	4

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