Tom has been in the financial planning and investment advising business for over 30 years. He has been a Certified Financial Planner since 1986, and established CAFG Wealth Management in 1997 to provide a select group of high net worth families and business owners with independent and very personal, financial planning guidance and advice. Tom is particularly adept at working with clients going through or expecting to go through major life transitions such as the death of a spouse, divorce, care for an aging parent, college planning, career change or retirement. He helps each client clarify priorities and objectives and then guides the client in the development of a sound, achievable, lifetime financial plan.
In addition to overseeing the practice and working with clients to create financial clarity, Tom is also the main driver of each client’s investment portfolio strategy. His knowledge is built upon his investment and economic research and based on his fundamental and quantitative analysis. The result is a customized solution for each client portfolio. Tom monitors and analyzes the risk/return profile of each client investment portfolio included in the proprietary and turnkey CAFG Wealth Management portfolio management process. By using the appropriate portfolio model that is specific to each client’s financial need, Tom is able to provide an unbiased and precise solution that is focused on a client’s individual financial objectives.