Giving You the Power to Outperform

We offer full-service investment and retirement planning solutions for individuals and organizations

Giving You the Power to Outperform

We offer full-service investment and retirement planning solutions for individuals and organizations

New Podcast: Medicare Mythbusters—The Truth Behind Common Misconceptions. Listen now.

OUR SERVICES

Customized solutions to meet your unique financial goals

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Private Wealth Management

Our focus is on managing more than just your money—we want to manage your wealth.

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Institutional Advisory

Spend less time worrying about finances and more time running your organization.

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Plan Sponsor Solutions

Lead your employees to financial independence with a retirement plan that works on their behalf.

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Workplace Financial Wellness

We’re on a mission to improve financial literacy and financial health of our communities.

OUTPERFORM RETIREMENT

We work hard to help you live the life you want to live after your working years.

250+
high net worth clients

450,000+
plan participants

200+
institutional plans

A FIDUCIARY YOU CAN RELY ON

We have a legal-binding contract to act in your best interest

We believe in transparency of fees and services

We are completely product agnostic

We will act with no conflicts of interest

FOCUSED ON YOU

Our plans keep you at the center of our strategy

We tailor our strategies to fit your financial goals

Live representatives will always be there for support

Investment reviews help ensure we are meeting your goals

A FIDUCIARY YOU CAN RELY ON

We have a legal-binding contract to act in your best interest

We believe in transparency of fees and services

We are completely product agnostic

We will act with no conflicts of interest

We are committed to empowering communities across the country to escape financial stress and bring them one step closer to financial independence.

Chris Jamail, CFP®

Chief Marketing Officer

Insights and Thoughts from TCG

Check out our latest blogs written by our team of advisors!

A Beginner’s Guide to College Funding

Written by: Matt Escalante We all know kids can be expensive when you add up the costs for everyday essentials such as food, clothing, daycare, etc. (just to name a few). The moment a child is born, the clock starts ticking on developing a proper plan for one of the... read more

Investing Beyond Company Stock

Listen to Eric and Dennis discuss the full range of options available to investors when considering investing in a company, including bonds, preferred stock, and common stock. They also recap recent happenings in the fixed income markets and the impact on current... read more

Let's work together!

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