CFS Wealth Management

Financial Services in Macon, GA
Financial Services in Macon, GA CFS is proud to have Fidelity Institutional Wealth Services for custody of customer assets, and utilizes Morningstar? Office for research and portfolio accounting. These 3rd party relationships result in an exceptional blend of industry strength, objectivity, and an open architecture platform delivering checks and balances often lacking in traditional Wall Street companies - as evidenced by recent bailout, buyout and bonus scandals at many of those companies.

Contact Details

Address
3727 Vineville Avenue
Macon, GA
31204
Phone
Driving Directions

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About Us
read moreFor many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
read moreCFS Wealth Management uses Fidelity Automated Managed Platform (AMP), co-developed with eMoney, providing a digital experience and an engaging personal financial management portal. We offer multiple investment methods managed in a coordinated manner to meet your objectives. In addition to the passive strategic asset allocation approaches, we offer the investor access to highly active liquid, low-cost, transparent alternatives to hedge funds and private equity, as well as to fixed income investments with actual maturity dates.
read moreClient expectations are evolving and we are too! Along with providing great service, our free online analytical tools will show exactly where you stand at every moment. Through an Automated Managed Platform (AMP), CFS Wealth uses financial software that allows you to easily manage your entire financial life in one secure place - so you can reach your goals faster. With CFS Connect, you have the software to develop your long-term financial strategy - calculate your net worth, set a budget, manage investment accounts, and plan for retirement.
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