Stenner Wealth Partners shares essential steps for individuals preparing for a major liquidity event, emphasizing the importance of expert advice and structured planning.

Stenner Wealth Partners+ provides tailored financial planning for affluent clients, addressing the complexities and opportunities that come with elevated wealth categories.

Stenner Wealth Partners+ prioritizes open communication and personalized service, offering transparency through an annual scorecard of client interactions.

Founded by award winning wealth advisor, Thane Stenner, CIM®, FCSI®, Stenner Wealth Partners+ of CG Wealth Management (formerly Canaccord Genuity Wealth Management) accesses a plethora of third-party research providers in order to make informed, unbiased decisions about their clients' portfolio allocations.