CFG WEALTH MANAGEMENT SERVICES INC

Overview

CFG Wealth Management Services Inc. is an independent, owner-operated registered investment adviser that serves both individual and family clients as well as institutional clients. The firm provides a mix of financial planning and discretionary portfolio management, including services tailored to small businesses and organizational clients and pension-consulting work. Its advisory model is fee-based (percentage of AUM) supplemented by hourly and fixed-fee engagements, which suggests a blend of ongoing asset management relationships and project-based planning work. Investment implementation is equity‑centric: the firm reports a strong preference for exchange‑traded equities and uses separately managed account structures. CFG Wealth Management appears to favor liquid, publicly traded instruments and mutual funds as the backbone of client portfolios rather than extensive allocations to private or illiquid strategies. The firm is not classified as a capital allocator and does not list active ESG investing commitments.

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Location & Offices