CMG Wealth Management

EST. AUM
$379,373,540

CONTACTS

CLIENT ACCOUNTS
674

Firm Details

Metro area Dallas
CRD Number 307513
Website cmgwm.com
Client types

Overview

CMG Global Holdings, LLC (operating dynamically as Course Made Good Wealth Management and CMG Wealth Management) is an independent, SEC-registered investment adviser (RIA) headquartered in Plano, Texas. Founded in June 2018 under the leadership of managing partners and veteran portfolio strategists Stephen M. Engels, CFP® and James P. Pacholek, CFP®, the boutique private wealth practice operates under an absolute 100% fiduciary mandate of care. The firm provides integrated asset stewardship, detailed cash-flow engineering, and sophisticated equity compensation modeling. They primarily serve an upscale client niche comprising high-net-worth households, multi-generational families, and corporate executives from major local enterprises. The practice deploys its proprietary CMG Navigation Process™, aligning lifestyle milestones with proactive, tax-aware allocation frameworks. Rejecting short-term market speculation, CMG utilizes a disciplined methodology that applies proactive, tactical portfolio shifts to insulate capital during macro downturns, constructing diversified portfolios out of liquid individual equities, institutional mutual funds, options overlays, and exchange-traded funds (ETFs) held with Charles Schwab & Co.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

CMG Wealth Management

Platform Details

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