Guardian Management LLC, 10530 SW Butner Rd, Portland, OR 97225, US

CFG Wealth Management is a financial advisory firm based in Portland, OR, offering a comprehensive range of services to help clients navigate their financial journey. With a team of specialists and a disciplined process, they provide custom-tailored plans, continuous monitoring, and frequent communication to ensure clients' needs are met. They go beyond just focusing on the bottom line, aiming to create a life balance that aligns with clients' goals and adapts to their changing circumstances. Committed to making a positive impact, CFG Wealth Management also helps clients design giving plans to support local initiatives and organizations. With a client-centered approach and a focus on building true relationships, they celebrate clients' milestones and stand alongside them through joyful moments. As a trusted partner, CFG Wealth Management brings heart and humanity to financial advisory, providing a lifelong approach to clients' finances.Generated from the website