Murray Carter, AWMA®, CFP®, AIF®, Financial Advisor, has been named an Advisor to Watch by AdvisorHub.
NAPA Top Teams 2021
CSG Capital Partners has been named to the National Association of Plan Advisors' (NAPA) Top defined contribution (DC) Advisor Teams list.
Murray Carter Named to the Financial Times 2019 List of Top 400 Financial Advisors
The list recognizes the top financial advisors at national, independent, regional, and bank broker-dealers from across the U.S. The annual FT 400 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on investment management.
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.
April 2023 Mid-Month Market WebEX
Join us on April 12th for our next 30-minute market update. This live webinar, hosted monthly, provides clarity into what our portfolio management team is thinking about current market conditions and confidence in our team's Compass Portfolio Process. Each session will answer new questions, review timely topics, and elaborate on the market commentary provided in our monthly newsletter. These sessions are open to family and friends and the WebEx link can be forwarded to those you think may be interested.
May 2023 Mid-Month Market WebEx
Join us on May 17th for a 30-minute market update. This live webinar, hosted monthly, provides clarity into what our portfolio management team is thinking about current market conditions and confidence in our team's Compass Portfolio Process. Each session will answer new questions, review timely topics, and elaborate on the market commentary provided in our monthly newsletter. These sessions are open to family and friends and the WebEx link can be forwarded to those you think may be interested.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Sign up here for our next Mid-Month Market Call and our Monthly Newsletter
Follow our latest thoughts on the market and advice beyond investments.
Highlighting two of the team's most popular monthly communications.
Stay up-to-date and in-the know about every aspect of your financial picture.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.