Commonwealth Financial Group

About Us

CFG provides Comprehensive, fee-based financial planning, wealth management and insurance planning services to our clients. We work primarily with closely held businesses, C-suite executives and high net worth individuals and families, providing a single source wealth management solution. From legacy planning, to wealth management and generational transfer strategies, trust and estate planning to financial planning and insurance solutions, our team simplifies the process and allows you to "let your wealth serve your true purpose"