A Life-Long Approach to Your Finances

CFG Wealth Management brings heart and humanity to financial advisory.

Meet Our Team

The CFG Journey

We look at the financial advisory we provide our clients as not just a service, but a journey we are taking
with you. We honor that by putting our efforts to work for you in four distinct areas.

A Disciplined Process

A Disciplined Process

It starts with a plan custom-tailored to your situation, and we follow that with continuous monitoring and frequent communication.

A Team of Specialists

A Team of Specialists

Rely on our trusted network of professionals – attorneys, CPAs, bankers, brokers, and more – whom we call upon when their expertise is required.

Leave No Stone Unturned

Leave No Stone Unturned

Your financial life isn’t just retirement, it’s also taxes, insurance, and more. We explore all the options to ensure your plan changes with your needs.

Helping Every Step of the Way

Helping Every Step of the Way

Financial advisory doesn’t stop with the plan. We partner with you to adapt your plan as your situation evolves.

Life Balance, Not Just Life

Life Balance, Not Just Life

You’re offering us a front-row seat in your life and we honor that by working to make sure the plan we create for you focuses on more than your bottom line. It will be customized with your life’s goals in mind, and adapted as your needs change.

We do this by developing a true relationship with you. It’s a privilege to stand alongside you through your joyful milestones; whether it’s kids graduating or grandchildren arriving, we celebrate them all with you.

Giving With Purpose

The communities we chose to live in have an indelible effect on our lives. If you
are looking for ways to support initiatives or local organizations you admire, we
will help you design a plan that maximizes the impact of your giving.

Community

Account Access

If you are already a client, you can log in to your account at any time through our online portal.

Sign In

Schedule a Call

If you would like to learn more about the services CFG Wealth Management offers, please contact us and we’ll be happy to set up an appointment.

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