Here at CFS Wealth Management, we have one goal in mind: to build a better money management experience for consumers. That’s why we’re combining cutting edge technology with exceptional financial advice. We believe this is the best way to empower individuals and their money. Take a look at our services below and let a CFS advisor help plan your next step.


Investment services

CFS 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.

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Wealth management

CFS Wealth Management provides both comprehensive wealth management services and investment advisory services, offered and paid for separately. We pride ourselves on keeping open lines of communication with our clients and on using the best aspects of both technology and actual human interaction in our goal of delivering a better experience for you in every way. 

Interested in our full wealth management services? Click the link below to contact us and learn more about what CFS Wealth can do for you. 

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