Your $124 Trillion
Advantage Starts Here.
The wealth management industry faces a critical talent shortage while $124 trillion transfers between generations. CEG Elevate Group transforms this crisis into your competitive advantage.
We are the driving force behind the industry’s leadership revolution—the only fully integrated ecosystem designed to develop elite advisors, attract HNW and UHNW clients, and drive measurable organic growth.
We integrate cutting-edge research with AI that adapts coaching to each advisor's unique practice, delivering hyper-personalized strategies that accelerate extraordinary growth and create lives of profound significance.
Integrated Expertise. Exponential Growth.
The wealth management industry stands at an inflection point. While competitors struggle with advisor retention, client acquisition costs, and the Great Wealth Transfer, CEG Elevate Group delivers the complete solution.
We combine the industry's deepest research on affluent investors (CEG Insights) with our position as the premier coaching firm for top financial advisors (CEG Worldwide). This integration creates an unprecedented competitive moat for forward-thinking institutions and ambitious advisors.
FOR FINANCIAL INSTITUTIONS
Transform your advisor force into HNW/UHNW client magnets through bespoke solutions. We go beyond off-the-shelf programs by strategically customizing our research, coaching, and training to align with your firm’s unique culture and leverage your existing resources.
This tailored approach ensures your advisors maximize their success in attracting, serving, and retaining high-net-worth clients. The result is a proprietary advantage that attracts top talent, builds deep advisor loyalty, and positions your firm to capture the $124 trillion generational wealth transfer by driving billions in net new organic AUM.
FOR ELITE
ADVISORS:
Join the top 5% who successfully move upmarket. Our proven methodologies, enhanced by innovations like Nightingale AI, help advisors rapidly scale new assets while working with fewer, more profitable clients—allowing you to achieve exceptional results with less effort than ever thought possible.
FIVE COMPANIES
One Transformative Ecosystem
Siloed solutions cannot address the complexity of the UHNW landscape.
CEG Elevate Group operates as one unified system, integrating research, coaching, technology,
life transition planning, and talent development to unlock unlimited potential.
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CEG Insights
The Research Authority Defining Advisor Relevance.
CEG Insights is the research and intelligence engine behind advisor transformation. Through ongoing studies of 14,000+ HNW and UHNW investors annually, we establish the Strategic Baseline that defines trust and value. Our AI-powered Intelligence Engine converts research into real-time insight, predictive signals, and actionable guidance. -
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CEG Worldwide
The Authority in Advisor Transformation.
As the premier coaching firm for elite financial advisors, CEG Worldwide helps top performers become industry leaders. Powered by Nightingale AI, we deliver scalable, transformative coaching. For enterprise clients, we combine 70% proven, research-based content with 30% strategic customization to align with your firm’s culture, resources, and initiatives. -
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CEG Elevate Group
The Operating Authority Behind the Wealth Management Ecosystem.
CEG Elevate Group unites CEG Worldwide, CEG Insights, VFO Connect, MEWP, TSN, and the FA Institute into a single, integrated ecosystem. Powered by Nightingale AI, we orchestrate insight, execution, and outcomes—helping advisors and enterprises achieve scalable, measurable growth across the modern wealth management landscape. -
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VFO Connect
The Authority in Advisor–Entrepreneur Alignment.
VFO Connect intelligently matches successful entrepreneurs with vetted financial advisors. Using data-driven and behavioral insights, we ensure alignment across values, goals, and complexity—creating trusted, long-term partnerships that drive meaningful growth. -
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FA Institute
The Authority in Developing Elite Advisors.
The FA Institute prepares the next generation of financial advisors through data-driven education, immersive apprenticeships, and advanced certification pathways—equipping professionals to serve HNW and UHNW clients at the highest level. -
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Trusted Solutions Network (TSN)
The Authority in Vetted Advisory Solutions.
The Trusted Solutions Network is a curated ecosystem of compliant, enterprise-ready partners. Each solution is rigorously vetted for performance, security, and integration—enabling firms to deploy best-in-class tools with confidence and measurable ROI. -
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Modern Elder Wealth Partners (MEWP)
The Authority in Wealth and Life Transitions.
Modern Elder Wealth Partners equips advisors to guide clients through pivotal “money in motion” moments. Through the Modern Elder Wealth Advisor framework and partnership with the Modern Elder Academy, we integrate financial strategy with purpose, meaning, and life design.
CHOOSE CEG ELEVATE GROUP
WHY WEALTH MANAGEMENT LEADERS
The AI-Powered Advantage
We are revolutionizing coaching and execution through AI.
Our Nightingale AI platform analyzes advisor practices and suggests personalized paths to success, driving unprecedented action plan completion rates and accelerating AUM growth across the enterprise.
Bespoke Institutional Solutions
We are revolutionizing coaching and execution through AI.
Our Nightingale AI platform analyzes advisor practices and suggests personalized paths to success, driving unprecedented action plan completion rates and accelerating AUM growth across the enterprise.
Proven Advisor Transformation
Our methodologies have helped thousands of advisors achieve elite status.
Unlike theoretical training, every strategy is battle-tested by advisors managing billions in assets, consistently delivering measurable increases in production and net new HNW clients.
Integrated Ecosystem Advantage
Competitors offer piecemeal solutions. CEG Elevate Group delivers the complete system where customized insights inform bespoke coaching, coaching develops talent, and talent drives measurable results.
This integration creates compound advantages that accelerate growth exponentially.
Unmatched Research Depth
Unmatched Research Depth While competitors rely on generic industry reports, you access proprietary research drawn from 14,000+ HNW/UHNW investors annually.
This unparalleled intelligence empowers institutions to anticipate the needs of affluent clients and equips advisors with the precise strategies needed to attract and retain them.
Driven by Significance
OUR PURPOSE
At CEG Elevate Group, we exist to disrupt the wealth management industry and empower both the corporate and individual clients we serve to achieve their full potential.
We are dedicated to helping the advisors we serve create meaningful lives for themselves, their teams, and their clients.
OUR CULTURE
We uphold a culture of encouragement, leadership, and innovation.
Our globally collaborative, virtual team thrives by passionately helping one another. We embrace change with agility, maintain a "fail fast" culture that encourages innovation, and leverage AI tools like Nightingale to enhance productivity, allowing us to focus on high-impact work and expand the industry’s perception of what’s possible.
OUR PHILOSOPHY
CO-ELEVATION
We believe that success is a collaborative effort.
We foster a spirit of teamwork and mutual support across our ecosystem, ensuring that our clients, their teams, and our partners rise together to new heights.
OUR CORE VALUES
Commitment
We are fully dedicated to supporting our clients' growth as industry leaders, providing the resources needed to build amazing lives of significance.
Creation
We trailblaze a culture that breaks limiting beliefs, utilizing innovations like Nightingale AI to support our clients' journeys.
Significance
We are passionate about making a meaningful and lasting impact on the industry by supporting our clients to realize their full potential.
Co-elevation
We support the success of our clients, their teams, and our teammates. Through collaboration, we all rise to new heights.
Commit to Lead
We champion collaborative success, confident that excellence creates a ripple effect of victory for everyone.
THE POWERHOUSE
Behind the Vision
Our Architect Council is a powerhouse of talent, bringing unparalleled expertise from the highest echelons of wealth management, research, coaching, and technology. Led by visionary founder John Bowen, this team drives our mission forward, enabling us to scale our impact and incubate new solutions that address the industry's most pressing gaps.
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John Bowen
Founder and CEO
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Valerie Chaney
Managing Principal of Coaching
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Robin Black
Managing Principal of Strategic Partnerships
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Heather O’Donnell
Managing Principal of Operations
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Paul Lofties
Elite Advisor Strategist
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Catherine McBreen
Managing Principal of Wealth Management Research
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George Walper
Managing Principal of Strategic Research
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Kirk Hulett
Managing Principal of Team Solutions
YOUR NEXT STEP TO
Market Leadership
The wealth management industry’s convergence of challenges—advisor shortage, the $124 trillion wealth transfer, and evolving client expectations—creates unprecedented opportunity for prepared firms. The wealth transfer has begun. The time to elevate is now. CEG Elevate Group provides the research, coaching, tools, and strategies that transform these disruptions into enduring advantages.
FOR FINANCIAL INSTITUTIONS
Schedule an executive briefing to discover how CEG Elevate Group can transform your advisor force, customize solutions for your unique needs, and position your firm for exponential organic growth.
FOR eLITE
ADVISORS
Join the top 5% of advisors who dominate the HNW & UHNW market. Schedule your Play to Win strategy session and accelerate your path to extraordinary success.