Wealth Management

When you’re already balancing your successful personal and professional lives, finding the bandwidth to also manage your personal finances is often challenging. Our team at CFG Wealth Management has the expertise and experience to take up that challenge for you, reviewing every facet of your financial picture to develop a comprehensive wealth management plan with clear goals:

  • Protecting and growing your investments
  • Identifying and managing risk
  • Optimizing your tax strategy
  • Protecting your legacy

  • Discovery Meeting

    We’ll get to know each other and learn about your values, challenges, and goals to help us determine where you are now, where you want to go, and how we can help you get there.

  • Investment Plan Meeting

    Next we’ll present a complete diagnostic review of your current financial situation and also make recommendations for how we can bridge any gaps to help achieve your goals.

  • Mutual Commitment Meeting

    Here we make a mutual decision about whether our working together makes sense for you and your family. If it does, we will execute the documents necessary to put your plan into motion.

  • Wealth Management Meeting

    Our trusted team of experts meets to prioritize the next steps for your comprehensive wealth management plan, prioritized to address your most urgent financial challenges first.

  • 45-Day Follow-Up Meeting

    At the six-week point, we’ll sit down to answer any questions you have about your investment plan. We’ll also provide you with a notebook to help you organize your account paperwork.

  • Regular Progress Meetings

    Scheduled at intervals convenient to you, we will review your wealth management plan and progress toward your long-term financial goals, creating a road map for each area of your financial life.