Broker Check
 

CFG Wealth Manager

Staying up ­to­ date with everything you own is getting more complex. Keeping everything organized is more difficult; technology is changing and you are being encouraged to receive all of your important documents in an electronic format. Even still, do you know where your various accounts are? Do you know what everything you own is worth? Now you can with our exclusive CFG WEALTH MANAGERTM. This online account management tool will keep you connected to all of your accounts, at any time, in one safe place. 

Wealth management is a process and can change over the course of time. By aggregating all of your financial accounts into one secure location, you have a complete up-­to-­date view of your financial situation, giving you flexibility to make changes as necessary. It not only allows you the flexibility to make adjustments to your financial plan, but it gives us the additional capability to provide comprehensive analysis and recommendations based on current market values on all of your financial accounts. Your financial plan becomes a living, breathing financial picture of you and your family, not a static plan based on past account values. As your account values update, so does your financial plan. 

We provide this unique solution to make your life easier and help you stay organized, updated, and prepared. Your own personal, password-­protected, website serves as a secure, up-­to-­date window into your entire financial world, accessible to you at any time, from anywhere with an internet connection or mobile device. Providing this wealth management solution is one example of our everyday effort to empower our clients to greater wealth.