We help manage lives and families
Friends, family and community… these are what matter most to us and why we connect with clients who share these values. At CMG we go way beyond wealth and risk management… we help manage lives and families.
Our Services
Financial Planning
Financial planning takes your financial and personal life into account including your values, dreams and goals.
Asset Management
Have recent market conditions left you feeling uncertain? Let’s revaluate your perspective on your overall financial situation.
Estate Planning
While it can be daunting to consider, estate planning can prevent major financial burdens from being passed onto your loved ones.
Risk Management
Managing risk is a fundamental part of wealth management and can protect you and your family from a broad range of financial risks.
New York
Pearl River
167 East Central Ave.
Pearl River, NY 10965
New York
55W 46th Street
Suite 2203,
New York, NY 10036
Connecticut
127 Broad Street
Unit 1A
Milford, CT 06460
845-638-6669
845-732-7411 fax
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
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