Our Philosophy

We’ll help you navigate through life’s defining moments.

Our team is dedicated to helping each of our clients meet their goals for financial security. Our caring and knowledgeable staff of financial advisors, portfolio managers, and client care specialists works together to provide the highest levels of care and support . We help our clients develop a comprehensive, cohesive financial strategy that is tailored to their needs and enables them to meet short- and long-term financial objectives. We are passionate about cultivating relationships, and strive to support our clients with the best, most thoroughly researched investment strategies. Simply put, we work for our clients’ financial success, because retiring well means living well.

Investment Strategy

  • Objective: define our client’s need or outcome.

 

  • Allocation: Increase the likelihood of satisfying their needs or outcomes.

 

  • Construction: Build a portfolio for each client to maximize efficiency and utility.

 

  • Funding: Decide where to invest effectively and where to diversify risk.

 

  • Selection: Determine the best strategy to meet our client’s goals.

 

Please note that by utilizing the associated link, you will be leaving the CGC Financial Services website and be directed to a website controlled by a party not associated with CGC. We make no representation as to the completeness or accuracy of information provided at this, or any website to which we provide a link as a courtesy. CGC Financial Services will not be liable for any direct or indirect technical or systems issues or any consequences arising out of access to your use of third-party technologies, sites, information and programs that may be available through this website.

Continue to OneView

You have Successfully Subscribed!

Please note that by utilizing the associated link, you will be leaving the CGC Financial Services website and be directed to a website controlled by a party not associated with CGC. We make no representation as to the completeness or accuracy of information provided at this, or any website to which we provide a link as a courtesy. CGC Financial Services will not be liable for any direct or indirect technical or systems issues or any consequences arising out of access to your use of third-party technologies, sites, information and programs that may be available through this website.

Continue to Flickr

You have Successfully Subscribed!

Please note that by utilizing the associated link, you will be leaving the CGC Financial Services website and be directed to a website controlled by a party not associated with CGC. We make no representation as to the completeness or accuracy of information provided at this, or any website to which we provide a link as a courtesy. CGC Financial Services will not be liable for any direct or indirect technical or systems issues or any consequences arising out of access to your use of third-party technologies, sites, information and programs that may be available through this website.

Continue to Flickr

You have Successfully Subscribed!

Please note that by utilizing the associated link, you will be leaving the CGC Financial Services website and be directed to a website controlled by a party not associated with CGC. We make no representation as to the completeness or accuracy of information provided at this, or any website to which we provide a link as a courtesy. CGC Financial Services will not be liable for any direct or indirect technical or systems issues or any consequences arising out of access to your use of third-party technologies, sites, information and programs that may be available through this website.

Continue to Creative Commons

You have Successfully Subscribed!

Please note that by utilizing the associated link, you will be leaving the CGC Financial Services website and be directed to a website controlled by a party not associated with CGC. We make no representation as to the completeness or accuracy of information provided at this, or any website to which we provide a link as a courtesy. CGC Financial Services will not be liable for any direct or indirect technical or systems issues or any consequences arising out of access to your use of third-party technologies, sites, information and programs that may be available through this website.

Continue to NetXInvestor

You have Successfully Subscribed!

Please note that by utilizing the associated link, you will be leaving the CGC Financial Services website and be directed to a website controlled by a party not associated with CGC. We make no representation as to the completeness or accuracy of information provided at this, or any website to which we provide a link as a courtesy. CGC Financial Services will not be liable for any direct or indirect technical or systems issues or any consequences arising out of access to your use of third-party technologies, sites, information and programs that may be available through this website.

Continue to AdvisorClient.com

You have Successfully Subscribed!

Please note that by utilizing the associated link, you will be leaving the CGC Financial Services website and be directed to a website controlled by a party not associated with CGC. We make no representation as to the completeness or accuracy of information provided at this, or any website to which we provide a link as a courtesy. CGC Financial Services will not be liable for any direct or indirect technical or systems issues or any consequences arising out of access to your use of third-party technologies, sites, information and programs that may be available through this website.

Continue to Morningstar

You have Successfully Subscribed!

Please note that by utilizing the associated link, you will be leaving the CGC Financial Services website and be directed to a website controlled by a party not associated with CGC. We make no representation as to the completeness or accuracy of information provided at this, or any website to which we provide a link as a courtesy. CGC Financial Services will not be liable for any direct or indirect technical or systems issues or any consequences arising out of access to your use of third-party technologies, sites, information and programs that may be available through this website.

Continue to FINRA

You have Successfully Subscribed!

Please note that by utilizing the associated link, you will be leaving the CGC Financial Services website and be directed to a website controlled by a party not associated with CGC. We make no representation as to the completeness or accuracy of information provided at this, or any website to which we provide a link as a courtesy. CGC Financial Services will not be liable for any direct or indirect technical or systems issues or any consequences arising out of access to your use of third-party technologies, sites, information and programs that may be available through this website.

Continue to SIPC

You have Successfully Subscribed!

Please note that by utilizing the associated link, you will be leaving the CGC Financial Services website and be directed to a website controlled by a party not associated with CGC. We make no representation as to the completeness or accuracy of information provided at this, or any website to which we provide a link as a courtesy. CGC Financial Services will not be liable for any direct or indirect technical or systems issues or any consequences arising out of access to your use of third-party technologies, sites, information and programs that may be available through this website.

Continue to BrokerCheck

You have Successfully Subscribed!

Please note that by utilizing the associated link, you will be leaving the CGC Financial Services website and be directed to a website controlled by a party not associated with CGC. We make no representation as to the completeness or accuracy of information provided at this, or any website to which we provide a link as a courtesy. CGC Financial Services will not be liable for any direct or indirect technical or systems issues or any consequences arising out of access to your use of third-party technologies, sites, information and programs that may be available through this website.

Continue to Barron's

You have Successfully Subscribed!