About Us

At CPG, we believe successful relationships are built on care, trust, understanding and open communication.  Since 1988, that has been our philosophy.  We are an independent, client-focused firm.  We have a partnership relationship with our clients, aligning our care and experience seek to help better manage their financial lives.  We focus on every aspect of our clients' wealth, custom designing comprehensive plans to use and/or distribute their assets, protect their wealth, and help them work towards their most important financial and legacy goals.

By allowing CPG to review your resources, we are able to look at your wealth in a comprehensive manner, focusing on adding value each step along the way. 

Located in Tarrytown, NY, CPG serves clients throughout the Tri-State area as well as Florida and throughout the country.