A complete list of active advisors currently associated with CMG Wealth Management

Warmer can help you find a great advisor at CMG Wealth Management or one who fits your needs even better.

CMG Wealth Management serves individuals (including high-net-worth clients), non-profit organizations, corporations, and other business entities, offering discretionary and non-discretionary asset management, retirement-plan consulting for plan participants, and one-time due diligence reports on private investments. The firm manages custodial accounts across stocks, bonds, mutual funds, ETFs, REITs, options and other securities. The firm’s investment process blends fundamental and technical analysis with modern portfolio theory, applying both long- and short-term strategies tailored to each client’s suitability profile and stated restrictions. Accounts are managed separately to client objectives and risk tolerances, with periodic reviews at least annually and discretion exercised when authorized. CMG’s practice includes an atypical service for firms of its size: producing impersonal due diligence reports on private partnerships that address valuation, legal/regulatory risk, management structure, and tax considerations. The firm operates as a five-advisor team managing roughly $379 million in client assets and discloses affiliated broker-dealer and insurance activities that may give rise to commission-based recommendations.

To learn more about the advisors currently working at CMG Wealth Management, 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.