CSG Capital Partners | Washington, DC | Financial Advisors

CSG Capital Partners

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 expertise of each team member to develop and execute a personalized strategy for you and your family.

View our team brochure here.

Awards

Forbes | SHOOK 2023

Erik Fromm, CFP®, CLTC®, Financial Advisor, honored on the Forbes|SHOOK Best-In-State Top Next-Gen Wealth Advisors for 2023.

AdvisorHub 2023

Murray Carter, AWMA®, CFP®, AIF®, Financial Advisor, has been named an Advisor to Watch by AdvisorHub for 2023.

NAPA Top Teams 2022

For a fifth consecutive year, CSG Capital Partners of Janney Montgomery Scott, a 10-person team based in Washington, D.C., Franklin, TN, and Richmond, VA, has been named to the National Association of Plan Advisors' (NAPA) Top defined contribution (DC) Advisor 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!