CGT Wealth is a privately owned retirement planning and wealth management company. My focus is on providing transparent advice and skillful leadership that inspires confidence as we build life-long relationships.
Successful investing is hard work and requires thoughtful planning, discipline and common sense. Once a financial plan has been agreed upon, it requires ongoing review, revisiting of goals and modifications as conditions change.
My role as your advisor is to work with you collaboratively by providing education, guidance and thoughtful, intelligent stewardship. This allows you to make the important decisions along the way to shape your financial future.