This month we feature our partners’ Capital Management Group (CMG), a premiere financial advisory and retirement planning group. CMG is part of AXA’s Elite Producers group, established as a platform for the most distinguished, innovative and respected financial professionals affiliated with AXA Advisors. The members are highly experienced at meeting the special needs of affluent individuals, corporate executives and business owners. Let’s take a closer look at how the group’s continued success yields unprecedented value to their clients by first understanding the history of the group’s formation.
Tom Mingone started his financial services career at Mutual of New York (MONY), in 1988. Based in Rockland County, NY, his practice at the time focused almost entirely on retirement planning. Tom realized that in partnership with other leaders in the field, he could build a firm with greater depth and breadth of knowledge and experience, and deliver a much richer client interaction. As the firm grew, Tom met and started partnering with Rich Browne, Bill Galvin, and eventually Donna Nadler – who had a thriving financial planning practice of her own. The firm officially took on the name “Capital Management Group of New York” in 1992. Today the group does much more than retirement planning. CMG implements a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, protection planning, charitable gifting, legacy and estate planning strategies and more into clients’ financial plans.
Pearl River and Manhattan Offices
In today’s ever changing economy, CMG’s approach is one that takes each client’s unique situation into consideration. Their advice is rooted in a holistic view, pooling each group member’s expertise and strengths together to develop the most efficient strategy for growing wealth. By maintaining a client’s goals and objectives as the center of their model, CMG does not lead by solutions, but rather through the comprehensive review of a client’s financial blueprint, offering only the most favorable strategy for a return on investment. Consequently, the group provides clarity, confidence and objectivity to a very complicated process.
As CMG continues to navigate the markets, their growth is seen mostly through comfortable returns of satisfied clients and referrals. To ensure their name’s prestige remains at the forefront of Private Wealth Managment, CMG recruits only the brightest and best advisors to join the family. In line with the firm’s “Best and Brightest” initiative, CMG’s newest addition to the team is Senior Wealth Advisor, Brian McGuinness. His extensive knowledge of the financial markets along with over 13 years of experience has allowed for him to continually provide value for his clients. As an active member in his community, Brian’s compassion does not apply exclusively to his clients, but also to his outreach, volunteer work and proactive approach to the expansion of his professional network. We look forward to working more closely with Brian and his team.
During these exciting times, Capital Management Group maintains their optimistic viewpoint on the markets understanding that with every client’s story, their is an equal opportunity to help them achieve their financial goals taking all things into account.
Be sure to visit CMG’s website for more on their story, a look into the talented team that makes up the group and what we can expect from the firm in the coming months.
CMG Website: http://cmgnewyork.com/
CMG Facebook: https://www.facebook.com/Capital-Management-Group-of-New-York-182935028541549/
CMG Linkedin: https://www.linkedin.com/company-beta/1612686/
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