CFIG Wealth Management, LLC is a comprehensive wealth management firm focused on providing clients with the advice, execution and support to create, implement and monitor their complete financial and family goals. Sometimes families have interests in goals that are not focused on financial gain. Having a strong and complete picture of our clients’ finances today and projected into tomorrow provides them with the confidence to make informed and confident decisions on any matter related to their well-being.
CFIG Wealth is not just an asset management firm. We are an advisory firm. Working with your personal financial advisor knowing he or she completely understands your current situation as well as your future goals and aspirations. This allows decisions to be made in the sunniest of sunlight and not in the confines of a vacuum.
We are located in Westport Connecticut off exit 18 of Interstate 95 and off of exit 42 of State Route 15 (Merritt Parkway). We are not far from the Westport, Green’s Farms and Southport station stops of the Metro North New Haven Line. Of course in this day and age of technology innovations we can meet in many ways if it is more convenient.
CFIG Wealth Management, LLC is our parent company. Investment advisory services are offered through a subsidiary, Continental Five Investment Group, LLC, a Registered Investment Adviser firm. Insurance products and services are offered through Continental Five Insurance Group, Inc., a licensed insurance agency.
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