Your life, your family, and your career are complex and multi-faceted. Our approach to financial planning is too. If we left your planning up to one advisor, we’d be doing you a major disservice, hinging the strength of your plan on the intellectual capacity of one person.
At Cedar Brook, we want you (and your financial plan) to thrive. That’s why we leverage a team- based approach to planning. We have 50+ professionals at our firm. Each specializes in a niche area of our business, ensuring we can always provide you with deep and meaningful insight no matter what your unique situation is.
Most of our clients have held successful careers—either as corporate executives, doctors, business owners, or artists. They are high-net-worth and ultra-high-net-worth individuals who have experienced a liquidity event, great earnings and/or developed good savings habits over the years.
Now they are looking for an experienced financial partner to help them use that money to do what they love. For some people, that’s giving back to their community and leaving a legacy for their families. For others, it’s playing golf, working on creative projects, and traveling the world. Whatever it is for you, our goal is to help you spend more time doing what you love with the people you love.
Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Each client’s circumstances and outcomes are unique. Testimonials or endorsements do not reflect a typical client and client results are not indicative of a guarantee of investment performance or financial outcomes. Reviews left on this website or third-party websites may or may not be current clients of our firm. The firm did not offer compensation in exchange for reviews or endorsements. Past performance does not guarantee future results.
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