Private Client Group

For clients with more than $1,000,000 in investable assets, this premier program provides a differentiated level of service and access to your team of financial professionals.  While we strive to give all of our clients an extremely high level of service, if you are part of our Private Client Group, the level of service is even higher.  Whether it’s joining us at a semi-annual gathering or having your phone calls returned on a expedited basis, you will enjoy the higher level of service within our Private Client Group.

Custom Portfolio Management

Let us take your portfolio management to the next level with our fully customized portfolio.  We will build an asset allocation that matches your unique risk tolerance, helps you towards your goals and achieve your objectives.  This personalized portfolio service is exclusively available to our Private Client Group.

Estate Planning

Our Private Wealth Advisors will help your design an Estate Plan that makes sure your assets continue serving future generations in a way that you desire.  Planning ahead can give you greater control, enhance privacy, and save your loved ones many headaches during a difficult time in their lives.  Regardless of your level of wealth, we view estate planning as a vital part to your overall financial plan.  As a Private Client Group member, we will periodically review your estate plan to make sure that all of the necessary maintenance is being performed and it is still meeting your needs and wishes.

Charitable Planning

As your wealth grows you may want to integrate charitable giving into your overall financial and estate plans.  While philanthropic giving is primarily motivated by seeing your money do good, tax considerations are nearly always part of the calculation.  We work with your tax advisor to maximize the charitable and tax benefits of your gifts.

Insurance Consultation

Many financial planners set out with one goal in mind…to sell you insurance.  At CMA we do not sell commission based products.  Our Private Wealth Advisors can review your current portfolio of insurance products and make recommendations as part of your overall financial plan.  If you are lacking in any area, we work with a number of independent insurance agents to which we would be glad to refer you.

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