Churchill Management Group is a sophisticated wealth management firm based in Palm Desert, CA. With over 60 years of experience, they specialize in investment management and financial planning, offering fully customizable investment plans and personalized advice to help clients achieve their long-term financial goals.
Committed to managing risk and guiding clients towards the best path for success, Churchill Management Group has amassed $8.2 billion in assets under management as of 12-31-2023. Recognized for their expertise, they have received numerous awards and accolades, including being ranked among America's Top RIAs and Top Wealth Advisors by Forbes, as well as being named a Top Independent Investment Advisor by Barron's Magazine.
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