Wealth Management that Fits Your Company’s Needs.

CGI Wealth Management works with corporate and non-profit clients to help increase the effectiveness and to maximize their investment in retirement plan offerings. CGI helps build a complete retirement plan offering, provide a proven and effective process for fiduciary management, educate and cultivate employee participation, and successfully monitor plan investments.

We know our clients are busy running their companies and their employees are working hard every day. As the economic outlook continues to shift in this ever-changing global marketplace, it’s becoming increasingly important to plan appropriately for the future. 401(k), as well as other retirement plans and benefits are an integral part of a company’s overall compensation plan.

Put our expertise to work for you. With over 20 years of combined experience in the Financial Services Industry, our team will help your company implement a plan that fits your exact needs.