Partners in Life Planning
(800) 358-0016

Envision, plan, and create.
Foster and grow.
The fruit of this labor allows you to enjoy the beautiful moments in life.

That’s what it’s all about. Other than your family, the four most important people in your life are your financial planner, attorney, accountant and physician. You wouldn’t ask your attorney for medicine; you wouldn’t ask your doctor for legal advice. Use your trusted advisors for their particular expertise; don’t ask those who are not trained specifically in the area of your need.

In a marketplace where investment firms compete for your business, the fundamental nature of financial planning is easily forgotten. Unlike many of our peers, we at CIG are committed to helping you discover, define and achieve your goals. We believe that your success is our success.

Our Philosophy
Our investment philosophy is based on you. Consequently, CIG seeks to understand your aspirations and your comfort boundaries. Risk tolerance varies from investor to investor. We help you to come to terms with achievable time lines and the risk tolerance required to meet each life goal. Our philosophy, in a “chestnut shell,” is to work with you, personally, to ensure the best possible outcome.

Our services can be tailored to meet the needs of

  • Individual and Business Investors
  • Institutional Investors
  • Special Needs
  • Business Planning

One of the many benefits The Chestnut Process™ provides is the option to fully integrate different services into your investment plan. We bring money management, insurance analysis, estate preservation, tax planning, legal services, and retirement planning together to ensure a comprehensive program to help you live your dream.