A wealth management ecosystem that unlocks potential

CG WealthIQ

CG WealthIQ is an integrated wealth management ecosystem where all of CG’s best-in-class people, products, and technology solutions come together to enable advisors to build, track, and optimize bespoke managed accounts and financial plans.

High-net-worth investors need access to a variety of tools, products, and human expertise. They need strategies to transfer wealth, manage risk, and maximize philanthropic impact. They also need broadened access to institutional offerings, financial analysts, and industry leaders.

CG WealthIQ helps meet those needs by creating fully integrated wealth management plans; comprehensive, customized solutions; and a streamlined client experience.

  • Technology
    • Envestnet

      CG’s industry-leading portfolio management platform. It enables advisors to easily deliver customized managed account solutions and detailed performance reporting based on each client’s unique objectives and preferences.

    • Conquest

      CG’s state-of-the-art financial planning tool that gives advisors the ability to build a comprehensive range of forecasts and strategic plans for their clients.

  • Expertise
    • Wealth & Estate Planning Specialists

      Work alongside advisors to provide clients with advice on tax strategies, strategic business planning, intergenerational wealth planning, and strategic philanthropy.

    • Portfolio Solutions Team

      Support CG advisors in leveraging Envestnet to build customized unified and/or private account solutions based on clients’ unique needs and objectives.

  • Products
    • Open architecture product platform

      Provides CG advisors with access to a wide range of investment solutions, enabling them to choose the best possible product for clients.

The CG WealthIQ Process

A holistic wealth management planning process designed to deliver highly customized client solutions:

  • 01

    WealthIQ Discovery

    Comprehensive client explorations with our Risk Tolerance Questionnaire and Financial Planning team to gain even greater insight into your unique circumstances.

  • 02

    WealthIQ Financial Plan

    Our best-in-class planning software, and our team of leading Wealth & Estate Planning specialists, help build bespoke financial plans that incorporate a wide variety of solutions and create better outcomes.

  • 03

    WealthIQ Proposal

    Customized investment proposals are generated through with the click of a button. Integrated with DocuSign for a seamless client onboarding process.

  • 04

    WealthIQ Managed Account

    Dynamic re-balancing tools make portfolio management effective and efficient.

  • 05

    WealthIQ Reporting

    Powerful performance reporting that helps keep accounts on target with holistic oversight.

How can we help?

If you would like to find out more about CG Wealth Management or any of our services, please get in touch.