CCG Wealth Management
Our Wealth Management Division specializes in giving objective advice to protect and grow wealth for individuals.
The CCG Wealth Management service model includes:
- A Complete Review of Investment Holdings
- Investment Recommendations according to a client's specific financial needs, objectives, and preferred risk tolerance. Access to Mutual Funds, Exchange Traded Funds (ETFs), and other cutting edge products
- Retirement Planning - Accumulation and Income Planning
- College Education Planning - 529 Plans, Coverdell Educational Savings Accounts, and Advice for Obtaining Financial Aid
- Comprehensive Planning - Financial Planning 101 Seminars and Budgeting Workshops
- Wealth Management - Comprehensive Investment Services
The Wealth Management Division is dedicated towards developing custom financial solutions to meet the needs of the individual investor.
Click here for the CCG Wealth Management Web Site
Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC. Chappelle Consulting Group is independent of ProEquities, Inc.
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