OUR MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
Comprehensive wealth planning strategies for your life and legacy
While we all came from different areas of financial services, our partnership began at PNC Investments in 2013. Ryan had recently moved his practice from Edward Jones in Portsmouth, Ohio, to be closer to family in Cincinnati. Joe had just transferred from a PNC Branch in Columbus, Ohio, and was then working out of the same PNC Investments office that Ryan was in. Chemistry was immediate, and the two started earning clients by introducing planning as the cornerstone to every relationship, large or small. Two years later, they were operating as a partnership and covering as many as 13 branch locations throughout Cincinnati and Northern Kentucky.
Eddie was already a successful licensed personal banker at a PNC branch in Alexandria, Kentucky, when he moved to the Downtown office and connected with Ryan and Joe. Eddie was a strong advocate for financial planning as well, and he fit the profile Joe and Ryan were looking for in a centralized partner for their Downtown Cincinnati operations. Eddie proved to be an immediate asset to the partnership, bringing on new clients and helping Joe and Ryan service existing clients. The practice grew quickly and so did the relationship between the partners.
In early 2016, frustrated with a lack of planning and investment tools and resources, the team began a search for a better place to grow the practice and serve its clients to fullest abilities. Morgan Stanley was the clear choice in that decision process, after months of researching the competition. In April of 2016, the team - who would become The CGM Group, an acronym made up of each of their last names - transitioned their collective practice from PNC Investments to Morgan Stanley and have continued to foster new and existing client relationships through world-class financial planning, portfolio management, and investment advising.
Each of us come from a rich financial services background, from trading and institutional money management, corporate financial analysis, consumer and business banking and lending, and - of course - personal and business financial planning and investment management. Our team finds its strength in its members' combined over-20 years of industry experience. Let us show you the difference we can make in your life today!
Our approach is simple: Lead with financial planning. We find clients have often been led to believe value is only demonstrated by investment performance, which simply is not true. Our goal is to understand the hopes, fears, and obstacles of every client before ever presenting a solution. As we get to know each other, we will build trust through education and communication around life's most challenging situations. It is imperative to us our clients not only understand what we are doing, but how and why we are doing it. Our commitment to client service is what sets us apart. Call us and we will show you what you have been missing!
Our team works with a diverse group of individuals, families, and businesses to help achieve any goal at every phase of life. We do our best work with clients that bring challenging situations requiring comprehensive strategies and solutions. We value every relationship we are fortunate to have, and we are always looking for new clients with complex needs requiring in-depth financial planning. Whether you are a young professional with a family, trying to get a head start on ensuring your financial security; a soon-to-be retiree, looking for the assurance you will have enough money to live your life to the fullest; or a high-net-worth individual or family with robust planning and estate needs... We are here for you and any challenges you are experiencing. How can we assist you?
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Securities Agent: CA, CO, FL, IL, IN, KY, LA, MI, NC, NY, OH, PA, RI, VA; General Securities Representative; Investment Advisor Representative
Securities Agent: CA, FL, GA, IL, IN, KY, LA, MI, NC, NY, OH, PA, RI, VA; General Securities Representative; Investment Advisor Representative
Securities Agent: CA, CO, FL, GA, IL, IN, KY, LA, MI, NC, NY, OH, PA, RI, VA; General Securities Representative; Investment Advisor Representative
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
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