FOCUS ON ADVICE AND SOLUTIONS
CFG Wealth is an independent financial services firm that combines the accessibility and personalized service of a boutique firm with the industry reach, expertise, and experience of a Wall Street institution. Our operating philosophy is intrinsically linked to our investment process, which begins with our Wealth Simulation Model.
OUR COMMITMENT TO YOU
CFG Wealth provides a holistic approach to wealth management to pinpoint your specific needs and goals. Regardless of your current lifecycle phase, we have a solution for you. Whether it’s accumulation, preservation, or distribution, our team can provide the right guidance to make sure you meet your goals.
Clients We Serve
Executives &
Entrepreneurs
Empty-Nesters &
Retirees
Business
Owners
CFG Wealth
2829 Townsgate Road | Suite 100
Westlake Village, CA 91361
Phone: 818.707.5304
Email: info@cfgclients.com
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and CFG Wealth are not affiliated companies.
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