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Forbes | SHOOK 2024
CSG Capital Partners named to Forbes 2024 Best-in-State Wealth Management Teams List.
Forbes | SHOOK 2023
Erik Fromm, CFP®, CLTC®, Financial Advisor, honored on the Forbes|SHOOK Best-In-State Top Next-Gen Wealth Advisors for 2023.
Murray Carter, AWMA®, CFP®, AIF®, Financial Advisor, has been named an Advisor to Watch by AdvisorHub for 2023.
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.
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!
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s 2023 Mid-Year Market Update
What’s next for the economy and markets?
Sign up here for our next Mid-Month Market Call and our Monthly Newsletter
Stay up-to-date and in-the know about every aspect of your financial picture.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.