Our team-based process helps individual investors, business owners, medical professionals, and retirement plan administrators make smart financial decisions.

Working together, we examine every facet of your financial picture and develop a personalized plan to help you achieve success. Our team of wealth management experts will communicate with you every step of the way. Learn more about our team-based wealth management services for:





Experience the CFG Wealth Management Difference:

  • We leave no stone unturned. An effective wealth manager does more than simply manage your investment portfolio. We examine every facet of your financial life, including taxes, insurance, retirement goals, and estate planning to ensure that you are on the right path.
  • We provide a team of specialists. At CFG Wealth Management, our wealth managers collaborate with outside specialists to assemble a team of experts, all working together on your behalf. We maintain strategic alliances with Portland’s most experienced and knowledgeable attorneys, CPAs, insurance brokers, bankers, and other specialists to ensure that you get the expertise you deserve.
  • We follow a disciplined process. To ensure that you get the most from our team of specialists, we create a detailed financial road map that is custom-tailored to your unique situation. Continuous monitoring and frequent communication helps ensure that you stay on track.

To learn more, call us at 800-371-4506 to schedule a no-obligation consultation.


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