847.964.9092

We take
YOUR FINANCIAL FUTURE
personally.

Do you dream of…

  • Giving your children the best education?
  • Starting a business for more income?
  • Preparing your future with secure investments?
  • Enjoying the rewards of your retirement?

You can make it real with
CGO Wealth Management, LLC.

We are a reputable financial planning and investment firm, with full-service financial products.
We are committed to achieving your financial stability and independence.

Reap rewards with our C.G.O. ADVANTAGE:

We are a reputable financial planning and investment firm, with full-service financial products.
We are committed to achieving your financial stability and independence.

CUSTOMIZED
PLANS

Your financial concerns come first. We can personalize your portfolio to match your needs.

GOAL-ORIENTED STRATEGIES

Your best interest is our priority. We’ll help you reach your goals with smart, customized investment strategies.

OBJECTIVE ADVICE

You can weather any financial situation. We’ll guide you with focused directions to reduce risk.

Choose from our wide
range of financial services:

Investment /
Custody Options

  • Bonds and Common Stock
  • Educational, Traditional, Roth, SEP, and Simple IRAs
  • Brokerage Accounts
  • Treasury Bills and Notes
  • Government Securities
  • Variable Annuity

Financial
Planning

  • Retirement Plans
  • Tax Harvesting
  • 401 (k) and 403 (b) Planning
  • College Plans
  • Profit-Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

“Now is the time to review your plan, your investments, your strategy.
With a smart investment, in 6 months, your money could be worth
20-30% more. Lock in your future today.”

Claude Ohanesian

President and Founder
CGO Wealth Management, LLC

For further information to determine why CGO Wealth Management should be your choice as a partner in planning for your present and future financial security,
click here to download our latest company brochure.