Looking for a financial advisor that integrates investments, taxes, and estate planning?
There are many financial service providers you could choose from, here is why our clients choose us as a trusted family financial advisor over the rest of the crowd:
Let’s see if we are a good fit!
Financial advisors at CFC are highly knowledgeable having industry leading accreditations and recognized designations including CFA (Chartered Financial Analyst), CFP® (Certified Financial Planner), and / or PFS (Personal Financial Specialist).
Our clients choose us as a trusted family advisor over the rest of the crowd given our core tenants of transparency, trustworthiness and thought leadership. Please visit our About Us page to learn more.
We provide three service options spanning advice only, wealth management and family office / trustee services. These service offerings are further detailed on our Services Overview page.
Our integrated approach to wealth management lies at the intersection of investments, taxes and estate planning. As a family advisor, we are best positioned to understand how decisions impact all three of these areas.