As a Registered Investment Advisor, we offer a holistic wealth management approach that is tailored solely to your individual goals and objectives. The majority of our clients have been with the firm for a decade or more, on the strength of personal trust and delivered results. Unlike larger firms that employ "Model Portfolios" and "Relationship Managers, " we construct customized investment portfolios for our clients.
We are an independent investment advisor with several decades of combined investment experience. That experience coupled with the fact that we are an independent firm acting as a fiduciary, allows us to focus solely on your unique goals and objectives. Our independence and relatively small firm size allows us to provide a high degree of personalized service, which is typically unavailable from larger firms.
We are an independent investment advisor with several decades of combined investment experience. That experience coupled with the fact that we are an independent firm acting as a fiduciary, allows us to focus solely on your unique goals and objectives. Our independence and relatively small firm size allows us to provide a high degree of personalized service, which is typically unavailable from larger firms.
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Mr. Cassedy is a native of Tallahassee, Florida who received a B.A. at Vanderbilt University with a double major in Economics and Business. He worked for Oxford Industries in New York City for a few years where he did financial and. Cameron joins CFG with almost a decade in the investment management industry.
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