LaMont Chandler, President and CEO of CFG Wealth Management, is focused on the field of financial estate. LaMont and his team have been helping clients create and implement plans for achieving financial independence for over 15 years. Plans include strategies for potentially increasing income, preserving assets, and reduction of taxes and investment fees. LaMont is committed to excellence, integrity and personal attention to each and every client's needs from his personal involvement in the initial planning stages to annual reviews.
An Advisor and a Strategist, LaMont understands that clients want services designed for simplicity, convenience and effectiveness. With the "heart of a teacher," he carefully evaluates his clients' current financial position and works with them to develop and execute customized investment, financial, retirement and estate plans. The cornerstone of his success is the careful selection of products and services tailored to the individual client's needs. LaMont holds his series 7, 63, 65, and 24 licenses and is currently on the Advisory Board with Madison Avenue Securities.
CFG Wealth Management is an independent financial planning organization with access to a wide variety of direct participation programs (some limited to accredited investors). CFG Wealth Management is well positioned to assist clients down a path which potentially reduces market risk and volatility in their holdings and focuses on structuring an "income based" approach of true Asset Class Diversification. Using some of the best adaptive equities management firms in the country, our clients are provided with investment options that seek to balance their portfolio's risk, potentially create a stable cash flow, and help eliminate the emotion often involved with making investment decisions.
LaMont takes pride in his approved membership of the National Ethics Bureau (NEB), an agency that does a 7-year extensive background check on financial professionals for business, civil and criminal violations. As an approved member, he has agreed to uphold NEB's standards for membership. CFG Wealth Management is an accredited member of the Better Business Bureau (BBB), of Central, Coastal, and Southwest Texas and of Greater Kansas City.