Are you someone who likes to be taken care of?
You've just discovered a unique phenomenon in wealth management!
The wealth management system we've created liberates you from worry and introduces you to opportunity.
Our clients' expect and receive access to the finest financial management technology available. Not only does our technology platform give you real time access to all of your financial resources, but it also allows you to manage all of your financial relationships from one secure platform - anywhere, anytime. That's what happens when you enjoy direct collaboration with industry leaders and pioneers, when your financial plan aligns immaculately with your life goals, when your investments are managed with the same sophistication as those of major institutions, and when technology makes possible unprecedented levels of personal communication and access to intelligence.
You can be as hands-on or as hands-off as you want to be. We never stop driving you toward your objectives and fine-tuning the details of your account. We communicate with you constantly, through whatever channels you prefer. Whatever degree of integration you require with attorneys, tax specialists, insurance professionals, bankers, we provide it. Should you choose, you can allow other consultants, such as your lawyer or accountant, to have access to some or all of your information, giving you the ability to collaborate in real time with your wealth management team.
Each night, data from your respective financial companies is updated. Then this information is made available to you in real time in a simple, easy-to-understand personal web page. You can also digitally store your important papers, legal documents, and even family photos in one safe electronic vault. Everything you need is just a mouse click away.
All of these are elements of the warmest client experience we could imagine. It's designed to make you feel like everything is easy, everything is under control, and everything is possible.
Take a moment and review our videos outlining the benefits of our CFG Wealth Management System. We think you're going to love it!