At CI Gofen and Glossberg Private Wealth, we put our clients at the center of everything we do. We combine the personal service, expertise and objective advice of a boutique with the extensive resources and vast intellectual capital of an innovative industry leader. Our goal is to create a profoundly different wealth management experience that brings the very best we have to offer to each and every client.

Private Wealth Management—Made for You

For more than 90 years, CI Gofen and Glossberg and our predecessor firms have been working with clients to help build and preserve wealth. We build collaborative, enduring relationships with the goal of becoming the indispensable partner you call first to help you navigate through financial issues affecting you, your family, or your business. Personal attention and service are the hallmarks of our firm. Our partnership with CI Private Wealth puts us in the uncommon position of being able to create solutions for the most unique and complex of challenges.



We focus on exceeding client expectations each and every day, and everything we do—from the way we work to the way we approach client interactions—is rooted in these principles:


  • Integrity

    We act ethically, value transparency, and communicate honestly.


  • Expertise

    We combine decades of experience in our goal to craft sound strategies for each client.

  • Anticipation

    We are constantly looking ahead to help set our clients up for success as circumstances change.



We have extensive expertise working with many types of clients and provide continuous advice to endeavor to help them achieve their short-term and long-term goals, recognizing that every client has different circumstances and expectations.


  • Individuals
  • Families
  • Trusts


  • Companies
  • Pension Funds
  • Endowments
  • Foundations


Discover more about what makes us profoundly different.