CPG Total Wealth Management

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our philosophy

a holistic view

The difference between CPG and other financial planners is our unique, holistic approach to total wealth management. Our experts assist with all aspects of our clients’ financial assets -- not just the accounts we manage. In order to achieve and surpass our clients’ financial goals, we believe it’s not only important but imperative to look at the entire view of a client’s wealth to ensure that assets are invested optimally, that they are adequately protected, and that all goals and objectives are effectively being addressed in the most tax efficient way possible.


the cpg

© 2010 Carolina Planning Group 843.379.3411 jack@cpgwealth.com 2015 Boundary Street, Suite 226, Beaufort, SC 29902