1004 Santa Barbara Street
CVG Wealth Management
Applying the principles of portfolio management with wisdom and prudence.
We are a full service independent financial firm committed to advocating for our clients’ best outcomes and experiences. Our alliance with LPL Financial, a world class broker-dealer and custodian of assets, provides our team with award-winning technology, objective research, and broad product offerings. We are well equipped to serve you.
Our forte is discretionary portfolio management. We build custom portfolios for each client while keeping their best interest in mind. We strive for the best outcomes in all economic and market environments. With many years of investment management experience, our asset managers have their pulse on the economic climate. They are ready to make decisions about your portfolio so that you don’t have to worry about the day-to-day developments that may impact it.
We strive to build long-lasting relationships with our clients, treating you like family.
We are committed to operating with discretion and offering complete objectivity and transparency.
We offer a full range of investment and financial services and have access to a wide array of solutions.
Take control of your financial life.
We focus on your investments so you don’t have to.
Managing Director, Investment Manager
Director, Client Relationship Manager
Client Relationship Manager
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