CVG Wealth Management

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.