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.
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.
You Might Be Thinking: What is so different about CFIG?
Comprehensive Wealth Management Services
Our objective is to provide comprehensive wealth management services to help our clients achieve their stated long-term goals. True comprehensive wealth management is not only focused on the investment of financial assets but rather the accumulation, administration and distribution of all wealth.
Independent Custody of Assets For Ultimate in Safety
We use an independent trust company as our custodian to hold all client assets to ensure the utmost in safety. This means we are not limited in what we can invest in and hold for our clients. We decide what is in your best interests and not some profit-seeking broker-dealer firm.
Fiduciary Capacity: We Must Act in Your Best Interests
We are not brokers. We are advisers. We are required to act in your best interests through our Registered Investment Adviser subsidiary firm. This means we must put your interests ahead of our own. We act in a fiduciary role to ensure that you receive the best advice and execution for your personal siutuation.
Asset-Based Investment Advisory Fee
We are fee-based. We provide full disclosure up-front. The fee is the same no matter what we invest in or how often we trade. Our goal is to provide the best returns with the lowest possible internal costs. We are completely transparent about all fees on your account statements and 24/7 online access. You’ll always know exactly what you paid.
Long-Term Success Defines Our Strategy
We are long-term focused. We aren’t concerned about the day-to-day market changes. We determine what is best for each client based on their risk tolerance and goals. What good comes from continually comparing your returns to an index if you don’t fulfill your needs and achieve your goals?
Overriding Focus on Clients' Needs & Goals
Our goal is to work with our clients through an overriding focus on their needs and goals planning. We aim to know our clients very well. We only choose to work with clients that are interested in a continuing relationship. This is why we are happy you are seeking a financial advisor.
Our Focused and Disciplined Approach to Investing.
CFIG Wealth Management, LLC
1555 Post Road East
Westport, CT 06880
CFIG Wealth Management, LLC
PO Box 352
Westport, CT 06881-0352
Monday thru Friday
9:00AM - 5:00PM
Appointments Available Outside Business Hours
Phone: +1 (203) 221-0200
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, 1555 Post Road East, Suite 206, Westport, Connecticut 06880. Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.
CFIG Wealth Management, LLC.
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