Investment Management

Comprehensive investment management

Our team believes that a well-structured investment strategy is essential for building and preserving wealth. Our team works closely with you to understand your financial goals, risk tolerance, and time horizon, allowing us to create a personalized investment plan tailored to your unique needs. Whether you’re saving for retirement, managing assets, or seeking growth, our comprehensive approach to investment management is designed to help you pursue your financial objectives.

Personalized Investment Strategy

Tailored strategies to meet your financial goals and risk tolerance.

Ongoing Portfolio Management

Active monitoring and adjustments to stay aligned with your goals.

Tax-Efficient Investing

Strategies to minimize taxes and optimize growth.

Retirement Account Management

Optimizing growth and tax benefits for retirement accounts.

Risk Management & Diversification

Balancing investments across asset classes to manage risk.

Socially Responsible Investing (SRI)

Investment options that align with your values and financial goals.

How Our Investment Management Process Works

1.) Initial Consultation

We discuss your financial goals, risk tolerance, and time horizon.

2.) Strategy Development

We create a personalized investment plan tailored to your needs.

3.) Portfolio Management

We actively manage and adjust your portfolio as needed.

4.) Regular Reviews

We provide ongoing updates and reviews to keep you informed.

Why Choose CFG Wealth & Tax?

Expert Advice: Our team of financial planners brings years of expertise in retirement planning, tax optimization, investment strategies, and more.

Tailored Solutions: We recognize that everyone’s financial journey is different. That’s why we offer personalized strategies that match your specific needs.

Commitment to Your Future: We are dedicated to helping you build a strong foundation for today and a well-prepared tomorrow. With our support, you’ll feel confident in every financial decision you make.

Full Service Advisory

You would like your investments actively managed by our team. The Full-Service Advisory plan includes all core services listed above. Assets are held with our custodian. We charge an annual fee, deducted from your account quarterly in advance. There are no additional out-of-pocket fees.

Assets Under Management & annual rate

Up to $500,000 1.25%
$500,000 - $1,000,000 1.00%
$1,000,000 - $2,000,000 0.95%
$2,000,000+ 0.75%

Start Building Your Investment Strategy Today

Let CFG Wealth & Tax help you develop an investment strategy that aligns with your goals and financial aspirations. With our comprehensive, personalized approach, we’ll guide you through the process and help you pursue long-term financial success.

Schedule Your Consultation