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CFG Wealth Management

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CFG Wealth Management

Overview:

Experience the CFG Wealth Management Difference:

   We leave no stone unturned. An effective wealth manager does more than simply manage your investment portfolio. We examine every facet of your financial life, including taxes, insurance, retirement goals, and estate planning to ensure that you are on the right path.
   We provide a team of specialists. At CFG Wealth Management, our wealth managers collaborate with outside specialists to assemble a team of experts, all working together on your behalf. We maintain strategic alliances with Portland’s most experienced and knowledgeable attorneys, CPAs, insurance brokers, bankers, and other specialists to ensure that you get the expertise you deserve.
   We follow a disciplined process. To ensure that you get the most from our team of specialists, we create a detailed financial road map that is custom-tailored to your unique situation. Continuous monitoring and frequent communication helps ensure that you stay on track.

Toll Free: +1 800 371 4506

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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