CDG Management LLC

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401 N Carroll Ave
Southlake, TX 76092
+1 (469) 223-0873
http://www.navigowealth.com

CDG Management LLC is a wealth management firm based in Southlake, TX, offering a range of services including retirement planning, portfolio management, tax minimization, wealth protection and transfer, investment performance, and asset aggregation. With a focus on providing comprehensive wealth management services tailored to individual needs, CDG Management employs a disciplined investment approach to deliver steady, low-volatile returns regardless of market conditions.

Navigo Wealth Management is an independent, fee-only Registered Investment Advisory (RIA) firm located in the Dallas Ft. Worth area, Greater Houston area, and Birmingham, Alabama. As a fiduciary to their clients since 2008, Navigo Wealth Management offers a unique investment management approach that prioritizes the clients' needs and aims to provide steady asset growth and a secure financial future. Their comprehensive wealth management services include retirement planning, portfolio management, tax minimization, wealth transfer and protection, investment performance, and full lifecycle physician planning.

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