CVG Wealth Management is an independent wealth management firm serving clients across the United States, with offices in Texas, Alaska, and California. Its team brings more than 98 years of combined industry experience and manages approximately $400 million in assets. The firm’s approach centers on customized, transparent, and cost-conscious investment solutions designed around each client’s goals, values, and family priorities. Rather than relying on model portfolios, CVG builds tailored portfolios and emphasizes putting client interests first, providing timely guidance, and making informed decisions.

CVG helps clients navigate investment strategies and life transitions, supported by services and resources covering retirement, estate planning, investments, insurance, taxes, money management, and lifestyle topics. Its website also offers educational materials, market commentary, research, calculators, and planning tools. The firm affiliates with LPL Financial, giving its advisors access to research and other resources while maintaining their independent approach. CVG’s team includes investment and client relationship professionals who work collaboratively with clients to explore financial choices and develop strategies suited to individual circumstances.