CPG Total Wealth Management

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our services

At CPG, we believe total wealth management
means offering our clients The Total Picture.


investment and portfolio management

We use asset class investing through DFA. This investment methodology was created after a rigorous study that included more than 80 years of market returns, and the work of several Nobel Prize winners. Our compensation is fee-based on assets managed.

goal planning

Our financial goal planning areas include: Retirement, College, Major Purchase, Legacy and Charitable Giving.

insurance planning

The experts at CPG are uniquely qualified and experienced to ensure that all of your Life, Health, Property and other risks are covered appropriately.

estate planning

When the time comes, will your assets be passed on or down as you intended?  What are your long term goals, and does your existing estate plan address them adequately? At CPG we can help you create an estate plan that meets your specific goals and desires.

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