Where Your Financial
Life Story Unfolds
We believe your financial journey is a story waiting to be written. A story with chapters about your dreams, your family, and the legacy you want to leave behind. At CG Capital, we help you craft your financial life story with intention.
Welcome to CG Capital
CG Capital is a Financial Life Management firm helping individuals and families achieve financial security and live life on their terms. Founded in 1996 by partners Dennis Coughlin and Chris Giambrone, we provide strategies that encompass retirement planning, risk management, goal planning, business succession planning, estate planning, legacy planning, and portfolio management.
Your Financial LifeMap™
Your financial plan deserves a framework that works with you. Our Financial LifeMap™ provides a structured, yet flexible, approach to financial life management. We'll work with you to understand your past, take control of your present, and create the future you want.
Who We Serve
Your financial plan is a reflection of your dreams, your values, and the impact you want to make. Whether you're a business owner looking to build a legacy, or approaching retirement, we're here to guide you. We take the time to truly understand your story, your aspirations, and what matters most to you.
Your Financial Journey, Our Personalized Approach
- Individuals & Families
- Business Owners
- High-Net-Worth Individuals
