Cfg Wealth Management Services Inc

CFG Wealth Management Services, Inc. is a Registered Investment Adviser that has been providing investment advisory services since 1983. The firm specializes in offering Investment Supervisory Services (ISS) and Individual Portfolio Management to clients. Their investment strategy involves continuous advice tailored to each client's needs, with a focus on developing personalized investment policies and managing portfolios accordingly. CFG primarily manages advisory accounts on a discretionary basis, allowing them full authority to supervise and direct investments without prior client consultation. The firm's Chief Executive Officer, Michael D. Puckett, and Chief Compliance Officer, Chief Investment Officer, Jonathan W. Harrier, oversee the operations. Michael Puckett is a Certified Financial Planner with over 30 years of experience, while Jonathan Harrier holds the CFP® designation and the Chartered Market Technician (CMT®) designation. Both executives have clean disciplinary records and are actively engaged in the firm's investment activities. CFG does not participate in wrap fee programs and charges fees based on a percentage of assets under management. The firm's fee structure is transparent, and clients receive regular reports detailing account activity and performance. CFG maintains strict confidentiality of client information and limits access to personal data to authorized personnel only. Clients have the option to limit CFG's investment discretion and are encouraged to review and verify all information provided in their account statements.