Network·Family Office
📍 WESTLAKE VILLAGE, CA
SEC CRD #801-123754
CFGWealth | Wealth Management Committed To You 818.707.5304 info@cfgclients.com Select Page Wealth Management committed to you FOCUS ON ADVICE AND SOLUTIONS CFG Wealth is an independent financial services firm that combines the accessibility and personalized service of a boutique firm with the industry reach, expertise, and experience of a Wall Street institution. Our operating philosophy is intrinsically linked to our investment process, which begins with our Wealth Simulation Model. LEARN MORE OUR COMMITMENT TO YOU CFG Wealth provides a holistic approach to wealth management to pinpoint your specific needs and goals. Regardless of your current lifecycle phase, we have a solution for you. Whether it s accumulation, preservation, or distribution, our team can provide the right guidance to make sure you meet your goals. Clients We Serve Executives Entrepreneurs Learn More Empty-Nesters Retirees Learn More Business Owners Learn More CFG Wealth 2829 Townsgate Road | Suite 100 Westlake Village, CA 91361 Phone: 818.707.5304 Email: info@cfgclients.com Securities offered through Purshe Kaplan Sterling Investments, Member FINRA / SIPC Headquartered at 80 State Street , Albany, NY 122 07 . Purshe Kaplan Sterling Investments and CFG Wealth are not affiliated companies. Privacy Policy. Form CRS Skip to content
STEVE CARMANDALIAN
CHIEF COMPLIANCE OFFICER
📞 (818) 707-5304
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AUM
$151M
Location
WESTLAKE VILLAGE, CA
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