Partnering with CFG Wealth Management
Partnering with CFG Wealth Management
A thoughtful transition for advisors planning their next step
Our Partnership Program
CFG Wealth Management works with experienced financial advisors who are thinking about the next stage of their business, whether that means continuing to grow, navigating a transition, or beginning to step into retirement. We understand the time and care that goes into building a practice, and our approach is centered around preserving what you’ve created while supporting you in whatever comes next.
Our team is made up of experienced, qualified professionals who take pride in working with clients in a thoughtful, personal way. The same way you would want your clients to be taken care of. Since founding the firm in 2002, we’ve grown into one of the top-ranked advisory groups within Osaic, currently placing among the top firms out of more than 11,000 advisors, which reflects both the relationships we’ve built and the consistency of our approach over time.
Every potential partnership starts with a simple conversation. We take the time to understand how you run your business, what matters most to you, and how you envision the future, so we can explore a path forward that feels comfortable, intentional, and right for both you and your clients.
Who This Is For
Established Advisors
Built a strong practice but looking for support to continue growing
Advisors Nearing Retirement
Want to step back while ensuring clients are well taken care of
Advisors at a Crossroads
Business has plateaued and you’re exploring next steps
A Partner You Can Count On
We provide the team, resources, and structure to support both you and your clients through a smooth and thoughtful transition.
- Experienced advisory team
- Fee-based planning
- Client-focused approach
- Transition support
Experience You Can Trust
When considering a transition, one of the most important questions is how your clients will be cared for. Our team brings decades of experience, supported by a range of industry licenses and certifications, allowing us to provide thoughtful, consistent guidance that aligns with the relationships you’ve built.
President / CEO
Licenses
- Series 7 – General Securities Representative
- Series 63 – Uniform Securities Agent State Law
- Series 65 – Uniform Investment Adviser Law
- Chartered Retirement Planning Counselor (CRPC®)
- California Insurance License
Chief Investment Officer
Licenses
- Chartered Financial Analyst (CFA®)
- Series 7 – General Securities Representative
- Series 24 – General Securities Principal
- Series 63 – Uniform Securities Agent State Law
- Series 66 – Uniform Combined State Law
- California Insurance License
Vice President
Licenses
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Series 7 – General Securities Representative
- Series 66 – Uniform Combined State Law
- Series 65 – Uniform Investment Adviser Law
- California Insurance License
A Conversation Comes First
Every partnership starts with a conversation. We take the time to understand how you’ve built your business, how you serve your clients, and what matters most to you. From there, we explore a transition that feels comfortable, intentional, and aligned with your goals.
A Proven Foundation
Your Clients Come First
We understand the responsibility that comes with transitioning a business. Our priority is to maintain the level of care, communication, and trust you’ve worked hard to establish, so your clients continue to feel confident and supported.
Let's Start a Conversation
If you’re exploring your next step, we’d welcome the opportunity to learn more about your business and share how CFG may be able to support you.