Built on family, faith, and a promise to help you understand your money.

CRG Wealth Group started in 2018 with one belief: families deserve to feel confident about their financial future, not confused by it.

Carlderone Green Sr.

Founder, CRG Wealth Group

Licensed Insurance Broker
SC · NC · VA · PA · GA · AZ · MO · KS · OH · TX · FL
Certified Financial Education Instructor
Founded CRG Wealth Group
2018
Husband & Father

Why I started CRG Wealth Group

I'm a husband and father first — and that's exactly why this work matters to me. I've seen firsthand how much peace of mind comes from having a real plan in place, and how much stress comes from not having one.

As a licensed insurance broker and certified financial education instructor, I started CRG Wealth Group in 2018 to close that gap for other families and small business owners. Not by selling products first, but by teaching people how their money actually works — so the protection and planning that come next make sense, instead of feeling like guesswork.

Today, that means walking families through life insurance and annuities, building financial plans, coaching better money habits, and teaching financial literacy through the Financial Academy — all as one connected path toward a stronger future.

Our Mission

To empower people through financial education, clarity, and protection — helping individuals and families stop guessing, start understanding, and take confident steps toward a stronger financial future.

What guides our work

Every conversation, plan, and product recommendation comes back to these.

Education before products

We explain the "why" before we ever talk about the "what," so every decision you make is one you actually understand.

Clarity over jargon

Financial concepts shouldn't require a translator. We talk in plain terms about protection, planning, and growth.

Family-first thinking

As a husband and father, Carlderone builds every plan the way he'd want it built for his own family.

Long-term, not one-time

Generational wealth isn't a single transaction. We're here for the plan, the coaching, and the years in between.

Ready When You Are

Let's talk about where you want your family to be.

Schedule Your Free Consultation