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Multi-Family OfficeRIA · CRD 174040State-Registered Investment Adviser

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CFG Wealth Management

CFG Wealth Management is a multi family office; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...

Overview

CFG Wealth Management, LLC is a state-registered investment adviser in Statesboro, GA. It has one office and two associated persons.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Frequently asked questions

What is CFG Wealth Management's approach to alternative investments?

Independent multi-family offices frequently allocate a portion of client portfolios to alternative assets, including private equity, private credit, and real estate. Access is often gained through fund commitments, co-investment platforms, or interval funds that provide periodic liquidity. Given CFG's fee-only fiduciary structure, the firm is positioned to evaluate alternatives on their investment merit rather than on distribution economics.

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