We are excited to announce our additional office location: 400 Continental Blvd Ste 6006, El Segundo, California, 90245

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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
September 17th, 2018
Stocks were largely flat Friday. Bond yields helped financials rise. However, news that President Trump wants to impose tariffs on $200 billion of Chinese goods – despite the Treasury Secretary’s attempts to restart talks with Beijing – limited gains. For the week, the Dow rose 0.94 percent to close at 26,154.67. The S&P climbed 1.21 percent to finish at 2,904.98, and the NASDAQ gained 1.36 percent to end the week at 8,010.04.
Quarterly Market Commentary
September 21st, 2016
At the end of every quarter, The CFG Wealth Management Investment Team provides a Quarterly Market Commentary. This report focuses on what’s going on in the capital markets this quarter and provides our perspective and advice.
  • SDG&E
  • Verizon
  • AT&T
  • UTC AEROSPACE SYSTEMS
  • NORTHROP GRUMMAN
  • Hewlett Packard
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