Welcome to CGO Wealth Management

CGO Wealth Management, LLC is focused on providing independent financial advice that provide clients with objective and customized portfolio arrangements to attain their investment. CGO Wealth Management, LLC is committed to helping families untether their complicated financial issues and helping various companies to attain their retirement goals by customizing their portfolios and analysis of their needs.

CGO Wealth Management, LLC creates individual investment strategies based on strategic asset allocation and building diversified portfolios. The goal of each strategy being to minimize risk, while using a proactive approach.

CGO is very proud to be published in the Huffington Post. Click here to read the articles. 

We are also very excited to announce our CGO Blog! You can find the latest tips and market trends. 

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CGO Background

As an independent investment advisor, Claude Ohanesian managed nearly $275 million in the 28 years he worked at Smith Barney. He served as Managing Director of Smith Barney from 2008-2010, Ohanesian also became a charter member of Vista, in 2006 a who's who of Advisors at the firm. In addition, he represented the top 1% of the firm as a Director’s Council Member for 10 years.