CGO Wealth Management, LLC is a financial advisor focused on providing independent financial advice to our clients. We are financial advisors building customized portfolios to match the investment goals of each individual client we serve.
Here at CGO Wealth Management, we are committed to helping individuals or families as well as companies and businesses owners. We believe everyone should be able to understand where they fit on the road to their retirement or other future financial goals, as well as what steps they can take to get there. We don’t just pull plans off the shelf – we customize portfolios to align with the specific needs of each individual client.
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.
CGO made it into Forbes as America’s Financial Leader!! Click to read more.