About CLB Group

Preparing for life's challenges

Our team of wealth management experts is committed to helping you turn life's events and challenges into opportunities for growth and success. We'll work closely with you to create a customized plan that charts your unique situation's best course of action. No matter what comes your way, we'll help you navigate it confidently and clearly.

A team to support and guide you

At CLB Group, you're not simply a client. We recognize you as someone exceptional and strive to make you feel that way every step of the way. We begin by assigning you a team of proficient financial experts led by your dedicated Account Manager, with support staff, analysts, and researchers working behind the scenes. Each team member is carefully selected for their expertise, extensive knowledge, and unyielding commitment to you as a valued client.

This is your team. And they're focused on achieving your goals.

Our services

Investment management

Our proactive approach to investment management allows us to navigate the constantly changing financial conditions in the global economy and adapt to the evolving investment environment.

Financial planning

We always begin our financial planning services with a conversation to understand your unique circumstances better. From there, we create a personalized financial plan to protect and grow your wealth.

Family protection

We understand that unexpected events can happen at any time, and we provide a tailored approach to finding the best protection package that provides peace of mind no matter what life throws at you.

Private office

As part of our comprehensive wealth management solution for high-net-worth and ultra-high-net-worth clients, we offer family governance, philanthropic assistance, and clear and concise reporting.

Transforming life events into new beginnings

Change is bound to happen, whether it's a marriage, divorce, a newly empty nest, moving home, aging parents, exiting a business, or approaching retirement. CLB Group, we're here to help you turn major life events into opportunities. Our team of experts works closely with you to adapt your financial roadmap and address life's new realities.