Focus on Fundamentals
A Personalized Approach to Complete Wealth Management
As a Senior Investment Advisor, Steve Stavridis runs a wealth management practice that includes financial, estate* and tax planning through CG Wealth Management. His team develops customized asset management and comprehensive financial plans for professionals, executives, entrepreneurs and families, using his 30 years of experience in the wealth management industry, and teams support.
* Offered through Canaccord Genuity Wealth & Estate Planning Services