CSG, Wealth Management is the most progressive enterprise in the financial services industry. Our mission is to not only manage our client’s money but to teach our clients the true definition of wealth. We believe that wealth is defined not by how much a client earns but how much of what they earn the client actually keeps. So we measure our client’s wealth not by what is on their paycheck stub but by what is on their net worth statement.

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The constant conversation about athletes and other high income individuals who earn millions throughout the life of their career and retire broke is all-too-familiar. In such cases, the question of who their financial advisors were should certainly come up. Because CSG understands the fiduciary responsibility that comes with our role as financial advisors and we advise our clients to allocate their time, energy and money efficiently, in ways conducive to building wealth. We believe and instill it in our clients to believe that financial independence is much more important than displaying high social status.

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Our company is based on the belief that our customers' needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals.

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Keys to Success

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In the investment management business many consider performance to be the single most important factor that defines success. Our firm certainly agrees that performance is a critical factor and thus our primary portfolio performance goal is to outperform relative benchmarks. However, the success of a financial plan cannot be measured by investment performance alone.

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Another key component is establishing and reaching financial goals. For example, it is counter-productive for a portfolio to outperform the S&P by five percent while a client is spending ten percent of the principle portfolio balance, annually. Along with performance and goal setting, budgeting is an often ignored critical component of a successful financial plan. It is said that, “A budget is like boundaries to a river, a river with no boundaries will quickly run dry.”

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Investment Discipline

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Our firm administers a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, we will consider your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most we are able to help you establish financial objectives, develop an appropriate investment strategy and recommend solutions that draw upon our financial expertise to connect all the pieces of your financial life. We also conduct regular reviews with you to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life, career and/or business.