Founded in 2005, The Cedar Brook Group is a client-centered wealth management firm that offers objective, customized financial advice and solutions. The firm serves a select group of clients, including entrepreneurs, executives, and families, by integrating all aspects of their financial lives, from investment management and retirement planning to insurance, estate, and tax strategies. Their mission is to deliver exceptional service and build long-term relationships based on trust and a deep understanding of their clients' unique goals.

Founded in

United States