What is the profile of a typical CCMG client?
What is the profile of a typical CCMG client?
Our clients include educators, business owners, physicians, dentists, attorneys, corporate executives, entrepreneurs, inheritors, retirees, widows and more. We work with traditional and non-traditional families, as well as single clients. Ages range from 30 to 90. Investment portfolios run from $500,000 to more than $5 million.