CFG Wealth

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2829 Townsgate Rd Ste 100
Westlake Village, CA 91361
+1 (818) 707-5304
https://cfgclients.com

CFG Wealth is an independent financial services firm based in Westlake Village, CA, that blends the personalized service of a boutique firm with the extensive expertise of a Wall Street institution. Their holistic approach to wealth management is designed to address the specific needs and goals of clients at various stages of their financial lifecycle, including accumulation, preservation, and distribution phases.

With a focus on advice and tailored solutions, CFG Wealth utilizes their Wealth Simulation Model to guide clients, which include executives, entrepreneurs, empty-nesters, retirees, and business owners. This commitment to individualized guidance ensures that clients receive the right support to achieve their financial aspirations.

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