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About CFS Wealth Management

Consolidate your investment accounts with a fiduciary. CFS is an independent wealth management firm, registered as an Investment Advisor with the SEC. We first seek to consolidate and simplify our clients' current financial matters; we then develop and implement a plan to help achieve their goals. Focus on a realistic strategy. At the core of our services is a suite of portfolios designed to ensure consistency with client objectives. CFS is proud to have Fidelity Institutional Wealth Services® for custody of client assets, and utilizes Morningstar® Office for research and portfolio accounting. These third party relationships result in a unique blend of industry strength, objectivity, and an open architecture platform providing checks and balances often lacking in traditional Wall Street firms - as evidenced by a history of bailout, buyout and bonus scandals at many of those firms. Succeed in reaching your goals. We invite you to learn more about our team of professionals with years of experience helping our clients pursue financial goals. 24/7 access to your portfolio via our cutting-edge Client Web Portal means you never have to wonder if your portfolio is still in line with your goals.

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