Capital Management Group, Inc.

Financial ServicesPennsylvania, United States11-50 Employees

CMG Private Wealth is an SEC-registered investment advisory firm with over 30 years of experience in helping investors defend and grow their wealth. As fiduciaries, we are committed to a holistic, goals-based approach to wealth management that prioritizes the unique needs and aspirations of our clients.
 
In today's increasingly complex and unpredictable global markets, traditional investment strategies that rely on a buy-and-hold approach are often exposed to heightened risks and volatility. At CMG Private Wealth, we recognize these challenges and take a proactive approach to portfolio management. By gaining a deep understanding of your investment goals, risk tolerance, and expectations, we design a customized portfolio that includes actively managed strategies, alternative investments, and specialized private investments aimed at achieving your financial objectives.
 
We proudly serve affluent families and individuals, offering services that extend beyond traditional investment management. Our expertise encompasses alternative investments, real estate, private equity, private credit, real assets, hedge funds, and venture capital—allowing us to deliver sophisticated and diversified strategies tailored to our clients' needs.
 
Founded in 1992 by Stephen Blumenthal, who serves as Executive Chairman and Chief Investment Officer, CMG Private Wealth continues to stand at the forefront of innovative wealth management solutions, helping our clients navigate the complexities of today’s markets with confidence and clarity.
 
For additional information and important disclosures, please go to http://www.cmgwealth.com/cmg-social-media-disclosure/

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