CFG, working with our strategic partners at Valmark Advisers, is a team of professionals dedicated to your financial well-being. Our team was founded on the premise that successful wealth management should be focused on a holistic, client-centered perspective: one that aligns your financial resources with the life you want to live.
While we provide a wide range of services for private clients, trustees and advisors, we view ourselves primarily as financial educators and coaches, guiding you towards potent and meaningful understanding of wealth accumulation and protection. As an independent firm, we are always objective and unbiased, not tethered to proprietary products or aggressive sales goals.
Our passion is focused on developing long-term relationships built on trust, mutual respect and an unwavering fiduciary commitment to placing your best interests at the forefront of everything we do.
Clients recognize and value these qualities.
That’s why the majority of our new business comes through referrals from the individuals and families we currently work with.
If you’re interested in working with us, you may call and text us at (781) 237-0123, fill out the contact form below or any of the intake forms on our website, and we’ll be in touch with you as soon as possible.
62 Walnut Street
Wellesley, MA 02481