— About —
LaMont Chandler.
President and CEO of CFG Wealth Management. FINRA Series 7 and 24. NASAA Series 63 and 65. CRD 2794744. Prairie Village, Kansas.
LaMont Chandler is President and Chief Executive Officer of CFG Wealth Management, a retirement planning practice in Prairie Village, Kansas serving pre-retirees and retirees across the Kansas City metro.
The heart of a teacher.
LaMont describes his approach as having the heart of a teacher. Before recommending anything, he works to understand where a client stands today and what they are trying to build, then explains the options in plain terms so the decision belongs to the client.
He is personally involved from the first conversation through every annual review. Clients meet with LaMont, not with a rotating team, and the person who hears what you are planning for is the person who helps you plan for it.
He works with individuals and families who are approaching retirement or already in it, generally between the ages of fifty-five and seventy. The work centers on retirement income, Social Security timing, tax-aware withdrawal sequencing, and coordinating what happens to what you have built.
— Credentials —
Registrations and record.
- RolePresident and Chief Executive Officer
- FINRA registrationsSeries 7, 24
- NASAA registrationsSeries 63, 65
- Registered inKansas, Missouri, Texas, Idaho
- CRD number2794744
- Registered since1996
- Broker-dealer and RIAMadison Avenue Securities, LLC
- OfficePrairie Village, Kansas
Securities and advisory services are offered through Madison Avenue Securities, LLC, member FINRA and SIPC, and a registered investment advisor. CFG Wealth Management Inc. and Madison Avenue Securities are not affiliated companies.
Every registered representative's history is a matter of public record. You can review LaMont's individual record, including registrations, employment history, and any disclosures, directly with FINRA.
— The practice —
Why the first meeting is a Purpose Conversation.
Ask most people what the first retirement question is and they will say the same thing. Do I have enough money to retire? It is an important question. It is not the best place to begin.
LaMont starts every new relationship with a Purpose Conversation instead. Before discussing strategies, allocations, or claiming dates, the conversation is about what you want retirement to look like: your goals, your priorities, and the life you are planning for.
That framing is not a formality. It changes what a plan is built to do. Two people with identical balances can reasonably want very different things from them, and a plan that does not know the difference is a template.
— The office —
Rooted in Johnson County.
CFG Wealth Management works from an office on West 94th Terrace in Prairie Village, a short drive from Overland Park, Leawood, Mission, Fairway, Roeland Park, and Mission Hills. Clients also come from Shawnee, Lenexa, Merriam, Olathe, and across the state line in Kansas City, Missouri.
Most of the people LaMont meets live within about thirty minutes of the office and prefer to sit down in person. Meetings by phone or video are available when that is easier.
- 5200 W. 94th Terrace, Suite 111, Prairie Village, KS 66207
- 913-660-0258
— Common questions —
Questions about working with LaMont.
What are LaMont Chandler's qualifications?
Where can I check his record?
Who is the broker-dealer and investment advisor?
Will I work with LaMont directly?
What kind of clients does the practice serve?
— Start here —
I look forward to learning what is important to you.
There is no cost and no obligation for a first conversation.
