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Wealth Management
With an ever-expanding universe of investment options and volatile market conditions, knowing how to manage your assets can be frustrating and time consuming. To make matters even more complicated, you may be working with several different advisors—an accountant and tax advisor, an attorney, an insurance agent, and one or more brokers and investment advisors.
Clifton Gunderson Financial Services is one firm you can trust with all of your asset management advice and decisions. We offer a unique combination of service professionals, investment managers, accountants and tax professionals who work with you to monitor your portfolio, emphasizing risk-adjusted returns and tax efficiency. You benefit from objective, coordinated advice that saves you money.
Advisory services offered through Clifton Gunderson Financial Advisors L.L.C., a registered investment advisor.
Securities offered through CG Brokerage L.L.C., member FINRA/SIPC or securities offered through ValMark Securities, Inc., member FINRA/SIPC - 130 Springside Drive, Suite 300 , Akron , OH 44333-2431 (1-800-765-5201). ValMark Securities, Inc. is a separate entity from all Clifton Gunderson companies.
CG Brokerage L.L.C., Office of Supervisory Jurisdiction, 8215 Greenway Boulevard, Suite 610, Middleton, WI 53562 (608) 662-8600.
The information contained herein is general in nature and is not intended, and should not be construed, as legal, accounting, or tax advice or opinion provided by Clifton Gunderson LLP to the reader. The reader also is cautioned that this material may not be applicable to, or suitable for, the reader's specific circumstances or needs, and may require consideration of non-tax and other tax factors if any action is to be contemplated. The reader should contact his or her Clifton Gunderson LLP or other tax professional prior to taking any action based upon this information. Clifton Gunderson LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.