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CSG Capital Partners serve as financial planners and investment managers primarily for a select group of families with $2-20 million net worth that are concerned with multi-generational wealth planning.
You want peace of mind and a sense of order around your money. You want to feel confident that your financial plan and investment strategy are ‘working’ to move you in the direction of the future that you envision.
Our team has developed and refined our Compass Planning Process and Compass Portfolio Process to help you put all of the pieces of your financial puzzle together. They are dynamic processes that adapt as your life and markets evolve, helping you look to the future with anticipation as opposed to apprehension. Equally as important, we ensure that you are covering blind spots and avoiding mistakes.
Our Certified Financial Planner™ professionals, CFA® Charterholder, and Portfolio Managers have decades of experience advising high-net-worth families on matters including cash flow, debt management, real estate, education funding, retirement income, tax planning, estate planning and transfer, life and long-term care insurance, philanthropic strategies, and business exit planning. We leverage the experience and knowledge of each team member to develop and execute a personalized strategy for you and your family.
