Boutique Wealth Advisory of the Year – North America 2022 –
At Stenner Wealth Partners+ of CG Wealth Management, we are driven by your success and dedicated to helping clients reach their financial goals. Our in-person or virtual team is composed of exclusive, award-winning Wealth Advisors for investors with at least $10+ Million of investment capital, or $25+ Million net worth. We specialise in this wealth segment across Canada and the USA. The firm has received several different awards and recognitions for its excellent and innovative service delivery in its industry.
The Stenner Wealth Partners+ team is led by V. Thane Stenner, CIM®, FCSI® who has spent over three decades understanding and managing the unique financial complexities facing wealthy investors, family offices, and institutional fiduciaries in North America.
Thane is cross border licensed with FINRA in the USA, and with IIROC in Canada, with clients based in San Francisco and the Bay Area as well as across Canada. He is also a Fellow of the Canadian Securities Institute (FCSI®), the highest Canadian Securities Institute designation and Chartered Investment Manager (CIM®), the recognized standard for portfolio management.