Our Story
At Cedrus Wealth Group, our name and inspiration are drawn from the Cedrus Libani—the Cedar trees of Lebanon, renowned for their strength, resilience, and lasting quality.
Throughout ancient history, these mighty trees symbolized stability and enduring growth, serving as the foundation for structures that stood the test of time. In the same way, we are dedicated to building tailored financial strategies that provide a strong, unwavering foundation for our clients.
​
Our mission is to help you "Steward Life Well," by offering comprehensive financial guidance that grows with you and aligns with your values. We believe in the power of personalized relationships, delivering expert advice that adapts to your evolving needs and goals. Whether you seek to protect your wealth, create a legacy, or navigate complex financial landscapes, our experienced team is here to guide you every step of the way.
​
Through our proven process—Understand, Organize, Preserve, Align, and Grow—we offer solutions designed to provide clarity, control, and confidence in your financial journey. Just as the Cedars of Lebanon have stood as symbols of strength for generations, we aim to be your steadfast partner in securing your financial future, helping you create a legacy that lasts.
Our Team
Dedication. Expertise. Passion.
Our team strives to serve you in all we do to help you meet your financial goals.
Our passion is to help you steward life well in the ways most significant to you.
About Raymond James
Our Custodian for Clearing and Custodial Services
​As an investor, you’re focused on achieving your financial goals and preserving your family’s future. So we believe you’ve made the wise choice to work with Cedrus because you value the importance of objective, professional advice.
Similarly, Cedrus has chosen to call on the clearing and custodial services of Raymond James because we recognize the stability of Raymond James and the ability to help preserve your assets and accurately execute your investment transactions.
Raymond James delivers the industry-leading support, technology and resources of a premier financial services company, which allows Cedrus to work closely with you to create custom strategies for your short- and long-term financial challenges.