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CFIG Wealth Management, LLC

Comprehensive Wealth Management Services

CFIG Wealth Management, LLC, based in Fairfield County, Connecticut provides comprehensive wealth management services to individuals, families, trusts & estates, corporations (mid-size corporations and small business owners), profit sharing plans, foundations, endowments, non-profit groups and charitable organizations. As a privately owned firm, we are completely independent and have no affiliation with any investment, insurance or banking firm. This ensures that you receive the best advice and strategy execution for your personal situation without any worry of potential conflicts of interest or the use of proprietary products.

 

Comprehensive Wealth Management Services
Privately Held, Completely Independent
Client Long-Term Goal Focused
Asset-based Investment Advisory Fee
Independent Custody of Assets For Ultimate in Safety
Fiduciary Capacity: We Must Act in Your Best Interests

 

Our objective is to provide comprehensive wealth management services to help our clients achieve their stated long-term goals. This usually involves a thoroughly prepared, written financial and estate plan which helps us to get to know our clients very well. Please remember that wealth is not defined by our firm, or any  firm, nor is it represented by a required minimum initial investment amount. True comprehensive wealth management is not only focused on the investment of financial assets but rather the accumulation, administration and distribution of all wealth.

 

CFIG Wealth Management, LLC  •  PO Box 3305  •  Stamford, Connecticut 06905-0305 USA


Copyright 1991-2017 CFIG Wealth Management, LLC.  All Rights Reserved.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  Insurance products and services are offered through Continental Five Insurance Group, Inc., a licensed insurance agency, 30 Old Kings Highway South, Suite 115, Darien, CT 06820.  Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Advisor, 30 Old Kings Highway South, Suite 115, Darien, CT 06820.

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