CFG Wealth Management remains open during the COVID crisis! Call us with any questions regarding your retirement. (858) 550-3960 or toll free (800) 884-5121

CFG was recently featured in Fortune, Money and Bloomberg Businessweek magazine
Planning for retirement can be overwhelming. At CFG Wealth Management, our goal is to help you streamline and simplify the process, and to provide the tools and information ...
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Through our partnerships with Securities America, Inc. and Securities America Advisors, CFG Wealth Management offers a wide variety of investment products and fee based ...
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Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should allow you to plan for the possibility of your ...
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Upcoming Seminars & Events
CFG Wealth Management regularly hosts educational seminars and other events. Please visit our Seminars and Events page for a schedule of upcoming events, or Contact Us for more information.
Weekly Market Commentary
June 22nd, 2020
Stocks were up and down Friday as investors digested news of virus resurgences in pockets around the globe. At the close, the NASDAQ was up slightly, while the Dow and S&P were down. All three major indexes made gains for the week; the S&P achieved its fourth positive week in five. For the week, the Dow rose 1.07 percent to close at 25,871.46. The S&P gained 1.88 percent to finish at 3,097.74, and the NASDAQ climbed 3.74 percent to end the week at 9,946.12.
Quarterly Market Commentary
October 1st, 2019
At the end of every quarter, The CFG Wealth Management investment team provides a Quarterly Market and Economic Commentary. This report focuses on what’s going on in the capital markets this quarter and provides our perspective and advice.
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  • Verizon
  • AT&T
  • Hewlett Packard
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