An effective wealth manager does more than simply manage your investment portfolio. We examine every facet of your financial life, including taxes, insurance, retirement goals, and estate planning, to ensure that you are on the right path. At CFG Wealth Management, our wealth managers collaborate with outside specialists to assemble a team of experts, all working together on your behalf.
We maintain strategic alliances with Portland's most experienced and knowledgeable attorneys, CPAs, insurance brokers, bankers, and other specialists to ensure that you get the expertise you deserve. To ensure that you get the most from our team of specialists, we create a detailed financial road map that is custom-tailored to your unique situation.
We maintain strategic alliances with Portland's most experienced and knowledgeable attorneys, CPAs, insurance brokers, bankers, and other specialists to ensure that you get the expertise you deserve. To ensure that you get the most from our team of specialists, we create a detailed financial road map that is custom-tailored to your unique situation.
Services
You've chosen the path for your life, worked toward your goals, envisioned your legacy. CFG Wealth works with accomplished business owners and their families to design and implement the wealth management plan that aims to move them to personal success. Rely on our team to craft your plan and manage all there is to do and handle.
Business owners like you need more than investment management services to grow and protect your assets. That is why we focus on the big picture-as well as the fine points-when developing your wealth management plan. We focus exclusively on meeting the specialized needs of successful business owners like you.
If you're like most people, you're busy managing a successful and balanced personal and professional life. Finding time to manage your personal wealth can be challenging, which is why so many customers rely on the trusted team at CFG Wealth Management. Today's evolving economic landscape creates financial challenges that are unique to each person, business, and industry.
With us as your partner, you can choose from a virtually unlimited universe of providers-free from proprietary vendor or product pressures and conflicts of interest. We will help you select the provider that most appropriately fits the specific needs of your firm and your participants.
Your plan, and how you manage it, increasingly is falling under intense scrutiny-not only from participants, but also from the regulatory bodies that are responsible for protecting participants' interests.As your partner, we can share much of this fiduciary responsibility with you, and implement a disciplined process to better manage your fiduciary obligations.
Your plan, and how you manage it, increasingly is falling under intense scrutiny-not only from participants, but also from the regulatory bodies that are responsible for protecting participants' interests.As your partner, we can share much of this fiduciary responsibility with you, and implement a disciplined process to better manage your fiduciary obligations.
The first step in helping you achieve your financial goals is to understand your current situation and the challenges you face. Our disciplined wealth management process results in a financial road map that we continuously monitor and manage. At our initial meeting, we will learn about your values, challenges, and goals.
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