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Chamberlain Group

EST. AUM
$948,506

CONTACTS
3

CLIENT ACCOUNTS
2

Firm Details

Metro area Los Angeles
CRD Number 137272
Website cgwealth.com
Client types

Overview

Chamberlain Group (CG Wealth) is a boutique wealth advisory firm based in Irvine, California, dedicated to helping ultra-affluent families and business owners build, protect, and steward their wealth across generations. With over 40 years of experience, CG Wealth emphasizes stewardship—defined as the responsible overseeing and protection of assets considered worth caring for and preserving. Their services encompass tailored solutions for complex corporate and personal financial needs, including investment consulting, business growth strategies, and personal growth strategies. By integrating investment management with insurance planning, CG Wealth provides holistic financial strategies aimed at solidifying legacies and creating enduring value for clients and their communities.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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