CGT Wealth Advisors

Founded in 2022, CGT Wealth Advisors is a Registered Investment Adviser (RIA) based in Bloomington, Minnesota. The firm describes itself as a boutique wealth management company focused on building long-term client relationships through a comprehensive and personalized approach. Their core mission is to provide clients with financial confidence by integrating investment management, financial planning, tax strategies, and estate planning into a cohesive strategy.