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Awards
2024 PLANADVISER
Murray Carter, AWMA® CFP®, AIF®, Financial Advisor, identified as one of the 2024 PLANADVISER Top Retirement Plan Advisors.
NAPA Top Teams 2024
CSG Capital Partners has been named a NAPA Top Defined Contribution Team for a seventh consecutive year!
Forbes | SHOOK 2024
CSG Capital Partners named to Forbes 2024 Best-in-State Wealth Management Teams List.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Team's Philosophy
Over time, we've come to rely upon a number of foundational ideas that help shape our team's vision and mission.
CSG Compass Planning Process
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
CSG Compass Portfolio Process
We believe that long-term investment success is achieved by combining a process that recommends what investment to buy, and when to buy, hold, or sell that investment. We make tactical adjustments to portfolios, using both fundamental and technical analysis. We believe that we can position client assets to participate in upward trending markets and objectively move out of investments that are poised to significantly decrease in value.
Community Involvement
At CSG, we are deeply committed to making an impact in our local communities as well as helping our clients make an impact on the causes and organizations that are important to them. We take great pride in our service on various boards and our participation in charitable events throughout the year. This is the fun stuff!
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
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Follow our latest thoughts on the market and advice beyond investments.
Highlighting two of the team's most popular monthly communications.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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