Our Management & Technology Consulting, Delivery, and Program & Project Management...
We help our wealth management clients identify significant opportunities to derive cost savings and improve client service, satisfaction, and loyalty levels in a rapidly evolving, highly competitive global markets.
Wealth Management
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The Experience You Need
CG's Wealth Management experience spans the products and technologies critical to your business success, including:
Wealth Products and Services
- IRAs
- Managed Accounts
- Compliance (FATCA, Fiduciary Responsibility & Dodd Frank)
- Annuities
- Insurance
- Alternative/Web Delivery
- Compliance (FATCA, Fiduciary Responsibility & Dodd Frank)
- Brokerage (front, middle, & back office)
- Brokerage M&A (system & business consolidation)
Enabling Technologies
- Web strategy and execution
- BETA
- Pershing
- Broadridge
- Security APL
- Vestmark
- Seibel/OPS
- SEI
- NaviPlan
- Ibbotson
- Charles River
A Team You Can Trust
- Core leadership team with 50+ years of combined executive-level Wealth industry and consulting experience.
- Our 60+ team members are proven professionals with more than 10 years of industry experience on average.
Expertise at Work
Put your financial services expertise to work for CG. Visit our Careers section >>
Contact Us
For more information about CG’s financial services expertise, please
contact us. Contact Us Now