CFG Wealth Management Services Inc

CFG Wealth Management Services, Inc. provides discretionary investment supervisory services, financial planning (including a Wealth Enhancement Service), pension consulting, and focused consulting to individuals, high net worth clients, pension and profit-sharing plans, and corporations. The firm’s service set includes preparation of investment policy statements, ongoing portfolio management, and implementation assistance for plan sponsors and individual investors.

CFG’s investment process centers on individualized IPS-driven asset allocation and manager/fund selection, using techniques such as asset allocation analysis, mutual fund and ETF evaluation, technical and quantitative analysis, and a mix of long- and short-term trading strategies. Accounts are typically managed on a discretionary basis, reviewed at least quarterly, and clients receive monthly or quarterly custodial statements and periodic portfolio reports reflecting asset allocation, returns, and activity.

Compared with many peers, CFG explicitly incorporates periodic educational communications and participant outreach into its pension services, offering quarterly educational support and investment workshops for plan participants and ongoing reporting tied to IPS reviews. The firm also combines its Wealth Enhancement financial planning offering with ongoing portfolio supervision and generally relies on Schwab Institutional as custodian, which provides the firm with institutional trading, research, and practice-management resources.