CFG Wealth Management rests on a foundation of a core set of values that guides everything we do. Whether it’s in the recommendations we make, how we communicate with our clients, or monitoring an investment strategy, our core values create the principals upon which we stay focused on the ultimate goal: to provide honest, impartial and independent financial advice to our clients.

Our Core Values

Ethics, Honesty and Integrity:

In our business, trust is everything, and we vigorously strive to maintain that trust with our clients. We are dedicated to the highest levels of honesty and integrity in our relationships with our clients, and our recommendations and advice are based on a foundation of strong ethical standards. The interests of our clients always come first.


We take great pride in serving our clients with the utmost level of courtesy and professionalism. We listen to the needs of our clients and responding to issues in a timely fashion is something we take very seriously. In essence, we strive to exceed the expectations of our clients each and every day.


When we make recommendations and provide advice to our clients, we do so with full disclosure and transparency. We strive to ensure that our clients understand our recommendations and forecasts, and always disclose and explain every piece of relevant information on a product, service or investment strategy.

Client Satisfaction:

Our clients are the top priority at CFG Wealth Management and we make every effort to ensure that each and every client is completely satisfied with our level of service. We do so by promptly responding to questions or inquiries as well as by proactively reaching out to our clients on a regular basis.


At CFG Wealth Management, every advisor and staff member works together as a team towards one primary focus … our client’s needs and goals. Everyone on the staff treats each other with professionalism and respect and the lines of communication are always wide open. We encourage collaboration while also capitalizing on the diverse strengths and knowledge of every individual in the company. There’s the old saying, “two heads are better than one”. We take that a step further by bringing many heads together to provide the best solutions possible to our clients.

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