The Cedar Gap Wealth Management team works with each client to create realistic, goals‑based strategies.

We begin by helping you identify your primary objectives. We then build a projected timeline with a detailed plan for addressing your priorities. This will include your personal goals and dreams with consideration for your family and any business interests.

Our comprehensive financial planning service is fundamental to how we serve all of your needs, including investment management. We will construct and manage a customized portfolio that reflects your plan as well as your values and risk profile.

There are endless ways that financial decisions impact your life. We are available to help you in every instance. From our own experience and expertise to our ability to access best‑in‑class resources, we will work closely with you to solve and resolve any financial situation that arises.

We are your go‑to team for advice, planning, investing and so much more.

fiduciary advice

comprehensive financial planning

pre‑retirement planning

retirement income strategies

exit and succession planning

education savings

family / generational planning

Our Resource Partners

As an independent firm, we work in an open architecture environment, meaning we have unrestricted access to the industry’s leading resources to help us provide the best solutions and services for our clients. Some of our partners include:

We have selected Charles Schwab to provide custodian services and back office support for Cedar Gap Wealth Management. In addition to Schwab’s strength, size and industry reputation, it was founded on the principles of safety and soundness and takes extraordinary measures to ensure client assets are secure. One of the largest and most trusted custody firms in the country, Schwab has generated over $11 billion in net revenues and $3.6 trillion in total client assets. The United States government has deemed Charles Schwab one of the country’s nine systemically important financial institutions.

Sanctuary Wealth is a hybrid financial platform including broker-dealer Sanctuary Securities Inc. and registered investment adviser Sanctuary Advisors LLC. Sanctuary provides Cedar Gap Wealth Management with operational, practice management, investment, and planning support for growing and managing our business.

Through Sanctuary Wealth our eligible clients can access Goldman Sachs Private Bank Select® (GS Select®), a securities-based revolving line of credit that uses diversified, non-retirement investment assets to secure the loan. This digital lending program means you can easily borrow for planned and unplanned expenses such as home renovation and other real estate opportunities, tuition expenses, cash flow for a small business, a tax bill, etc., without disrupting your wealth management plan.