A complete list of active advisors currently associated with CRG Wealth, LLC

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

CRG Wealth, LLC provides portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, retirement plans, charitable organizations, and pooled investment vehicles. The firm delivers ongoing discretionary portfolio management (including use of Charles Schwab Institutional Intelligent Portfolios) and may appoint sub‑advisers to manage client accounts. CRG frames client work around a written Investment Policy Statement and uses model allocations and automated tools for ongoing rebalancing and tax‑loss harvesting where applicable. Its analysis blends charting, fundamental and quantitative methods, and it employs strategies that range from long‑term holdings to options and short sales, with associated risk disclosures. Notably, the firm sponsors and manages a private fund (Clear Ridge Fund) and advises pooled investment vehicles, and it accepts performance‑based fees for that vehicle — activities that are uncommon for firms of similar scale. The firm’s principal also maintains insurance and other outside business interests, and CRG offers periodic educational seminars and workshops (some fee‑based and not offered in Washington), all of which the brochure discloses as potential conflicts of interest.

To learn more about the advisors currently working at CRG 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.