Elite Wealth Planning

Leveraging Thought Leadership to Build Profitable Partnerships with Attorneys and Accountants

The Super Rich—those with a net worth of $500 million or more—have much to teach about their approaches to building and protecting wealth. Elite Wealth Planning: Lessons from the Super Rich reveals those strategies and how they can be applied by those of lesser wealth. Designed for affluent families or anyone with a complex financial situation, Elite Wealth Planning helps position advisors as the elite wealth planners readers will want to work with.

Real Advisors. Real Results.

“I cannot imagine being in this business without CEG as my partner.”

Rich SchuetteAvalan Wealth Management

“The ideas and information will change the way you run your business, allowing you to utilize best practices to be more efficient, effective and allow more time to do the things you want.”

Terry LinebergerRobert W. Baird & Co.

“I can think of no better way to take my business to the next level.”

Scott McCartneyRaymond James

“CEG has helped me increase AUM 11X in the last six years while serving our clients in world-class way.”

David WitterFinancial Harvest Wealth Advisors

“CEG has thought of everything possible to make you a success in our field! You have to experience it to truly comprehend how all-encompassing it is.”

Debbie MacIntoshCanaccord

“If you would like to enhance the client experience, your revenue and your process, then this is a must.”

Frank HennesseyPremier Planning Group, Inc.

“You will be exposed to some of the best and most creative ideas—period.”

JD HoytAscendant Financial Solutions

“It has the potential to double the value you add to your clients, double your income and double your time off. Truly an amazing program.”

Mike PazeraPazera Capital Management
“I recommend CEG. This group is led by one of us and will give you tools and resources
that will make your practice even better.”
John BellinghamHBS Financial Advisors