CTG Wealth Management LLC

Overview

CTG Wealth Management LLC is a small, independent RIA organized as an LLC that provides financial planning and portfolio management primarily for individual and family clients and small businesses. The firm operates on a fee basis (percentage of AUM and fixed fees) and manages client relationships on a discretionary basis. Investment activity is equity‑centric: the firm allocates the bulk of its assets to exchange‑traded equities and ETFs, supplemented by mutual funds and third‑party real estate allocations. CTG is not positioned as a multi‑state adviser, pension consultant, or capital allocator; its model emphasizes personalized portfolio management rather than running external funds or large institutional mandates.

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Public Holdings

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Location & Offices