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Our Partners

CAFG Wealth Management is an independent, privately owned, fee-based financial planning and investment advisory firm. As an independent firm, we have built a team of professional resources to provide specialized knowledge and skill when needed. By coordinating specific expertise in this way, we provide the objective, personalized solutions our clients need to achieve their goal of accumulation, protection and distribution of their wealth.

We have partnered with TD Ameritrade Institutional to act as the primary custodian for our client accounts. Services to CAFG Wealth Management include:

  • The custody of client funds and securities
  • The execution, clearance and settlement of security transactions
  • Preparation and delivery of periodic account and transaction confirmation statements
  • Operation and Technology support.

Resource Coordination

Additional resources needed in servicing our client’s could be an attorney, accountant/tax specialist, mortgage broker, realtor, or insurance specialist. The team we have in place has been selected to partner with us because of their leadership in their respective fields and to help us complete a specific step in the achievement of your objectives. We have chosen them because they are consistent with our philosophy regarding attention to the details of your personal situation. If you already have a professional resource in place, we will continue our plan coordination on your behalf by taking the lead on all action plan items.

Need advice? Put our team of educated and highly experienced professionals to work for you.

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