CMG Private Wealth Group

Financial ServicesPennsylvania, United States11-50 Employees

CMG Private Wealth Group is a Pennsylvania-based, SEC-registered investment advisory firm with more than three decades of experience in wealth management. Located in Malvern, it serves affluent families and individuals by offering a holistic, goals-based approach that prioritizes clients’ unique needs and aspirations. The firm emphasizes proactive portfolio management in response to market complexity, tailoring strategies that include actively managed programs, alternative investments, and specialized private investments to pursue clients’ objectives. Its services extend beyond traditional investment management to encompass real assets, real estate, private equity and credit, hedge funds, venture capital, and other sophisticated asset classes, reflecting an integrated approach to wealth preservation and growth. Founded in 1992 by Stephen Blumenthal, who serves as Executive Chairman and Chief Investment Officer, CMG Private Wealth positions itself as a provider of diversified and innovative solutions within the financial services industry. A notable development in its history includes a partnership involving VanEck to create an allocation-focused ETF, illustrating collaboration within the investment ecosystem.

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