The Capital Preservation Group (CPG) is a national alliance of elite independent financial advisory firms, attorneys, and CPAs who work with high income and high net worth clients.

Our alliance is a collaborative effort to bring conservative but creative asset protection and wealth creation strategies to high income and high net worth clients in local markets. Generally, such sophisticated strategies have only been available to the upper echelons of the extremely affluent.  

This interdependent alliance consists of some of America’s finest financial minds and gives local clients and their local advisors access to superior financial strategies.