Investments

Through our partnerships with Securities America, Inc. and Securities America Advisors, CFG Wealth Management offers a wide variety of investment products and fee based money management services including:

  • Fee Based Investment Management
  • Mutual Funds
  • Stocks
  • Bonds
  • Exchange Traded Funds (ETFs)
  • Managed Futures
  • Options
  • Cash Alternatives
  • Fixed and Variable Annuities
  • Real Estate Investment Trusts (REITs)

For more information on any of these products or services, or to inquire about something that may not be listed, please fill out our inquiry form and someone will be in touch shortly.

Riskalyze

CFG Wealth Management offers a complimentary evaluation of your current investment holdings in a report called the Riskalyze. This analysis compares your current investment holdings to our suggested allocation based on factors such as your objectives, time horizon, risk tolerance and needs for income.

To get started on your analysis, please click the link below and complete the online questionnaire. Once we receive your submission, one of our advisors will contact you to discuss the review further.

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