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Submission: On August 17 via api from US — Scanned from DE
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Submission: On August 17 via api from US — Scanned from DE
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Menu * Home * Who We Are * Our Team * Our RIA-Broker/Dealer * How We Help * Community * Giving Back * Community Events * Resources * Market News * Financial Calculators * Client Login * Schedule a Call Client LoginSchedule a Call A LIFE-LONG APPROACH TO YOUR FINANCES CFG Wealth Management brings heart and humanity to financial advisory. Meet Our Team THE CFG JOURNEY We look at the financial advisory we provide our clients as not just a service, but a journey we are taking with you. We honor that by putting our efforts to work for you in four distinct areas. A DISCIPLINED PROCESS It starts with a plan custom-tailored to your situation, and we follow that with continuous monitoring and frequent communication. A TEAM OF SPECIALISTS Rely on our trusted network of professionals – attorneys, CPAs, bankers, brokers, and more – whom we call upon when their expertise is required. LEAVE NO STONE UNTURNED Your financial life isn’t just retirement, it’s also taxes, insurance, and more. We explore all the options to ensure your plan changes with your needs. HELPING EVERY STEP OF THE WAY Financial advisory doesn’t stop with the plan. We partner with you to adapt your plan as your situation evolves. Our Services LIFE BALANCE, NOT JUST LIFE You’re offering us a front-row seat in your life and we honor that by working to make sure the plan we create for you focuses on more than your bottom line. It will be customized with your life’s goals in mind, and adapted as your needs change. We do this by developing a true relationship with you. It’s a privilege to stand alongside you through your joyful milestones; whether it’s kids graduating or grandchildren arriving, we celebrate them all with you. Who We Are GIVING WITH PURPOSE The communities we chose to live in have an indelible effect on our lives. If you are looking for ways to support initiatives or local organizations you admire, we will help you design a plan that maximizes the impact of your giving. Community ACCOUNT ACCESS If you are already a client, you can log in to your account at any time through our online portal. Sign In SCHEDULE A CALL If you would like to learn more about the services CFG Wealth Management offers, please contact us and we’ll be happy to set up an appointment. Contact Us * Who We Are * Our Team * Our RIA-Broker/Dealer * How We Help * Community * Giving Back * Community Events * Resources * Market News * Financial Calculators * Client Login * Schedule a Call CONTACT Office: 503.222.7100 Toll-Free: 800.371.4506 Fax: 503.710.9110 10220 SouthWest Greenburg Road Suite 250 Portland, OR 97223 chris.busby@cfgwealth.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite | Copyright 2024 Commonwealth Financial Network | Copyright 2024 CFG Wealth Management CFG Wealth Management 10220 SW Greenburg Road, Suite 250, Portland, OR 97223 | P 503.222.7100 The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Privacy Form CRS: Client Relationship Summary Use of Cookies: Our website uses Google Analytics to provide insight into our website and to improve the relevance of marketing. For more details about how Google uses information from sites or apps that use our services, visit google.com/policies/privacy/partners/. If you would like to opt out of Google Analytics, please visit tools.google.com/dlpage/gaoptout.