Cafg

Welcome to CAFG Private Wealth, your dedicated partners in creating your complete financial plan. We are an independent wealth management practice located in North Barrington, Illinois, and we have been serving individuals and families since 1998. Our commitment to providing sophisticated financial planning and investment advisory solutions has helped us build long-lasting relationships with our clients based on integrity, understanding, accountability, and ethical practices.

Our Team

Our team of professionals is dedicated to empowering you with a lifetime of financial guidance. We strive to alleviate your concerns and uncertainties, enabling you to embrace a better life with confidence and peace of mind. We specialize in building full-service financial plans for high net worth individuals, business owners, planning-focused families and individuals. We understand that every client has unique financial goals and aspirations, and we are committed to gaining a deep understanding of your individual needs and preferences.

Our Purpose

Our purpose is to provide top-level industry solutions and advice to help you address your complete financial plan in the following areas:

• Wealth Management: We guide you through every aspect of financial preparation to create a secure and fulfilling retirement. Our goal is to help you make the most of your hard-earned assets and build a stable and sustainable financial future.

• Legacy Planning: We assist you in navigating the complexities of tax regulations and developing effective strategies to preserve and transfer your assets. Our goal is to help you build a sound financial future for you and your loved ones.

• Portfolio Strategies: We provide comprehensive guidance and expertise to help you navigate the complexities of investment management, optimize portfolio strategies, and achieve your long-term financial goals. Our goal is to help you make informed investment decisions that align with your financial goals and risk tolerance.

Our Pledge To You

At CAFG Private Wealth, we are committed to building a strong and trusted relationship with you. We pledge to:

• Understand your unique financial needs and goals
• Provide customized financial planning and investment advisory solutions
• Communicate openly and honestly
• Act in your best interest at all times
• Provide ongoing education and support

Our Process

Our process is designed to help you achieve your financial goals through a series of structured steps. We work with you to:

• Identify your financial goals and aspirations
• Assess your current financial situation
• Develop a customized financial plan
• Implement your financial plan
• Monitor and adjust your financial plan as needed

Our Partners

We believe in building strong partnerships with other professionals in the financial industry. Our partners include Charles Schwab, a leading custodian for investment assets.

Resource Library

Our resource library provides a wealth of information on a variety of topics related to financial planning and investment management. From articles and videos to calculators and checklists, we are committed to providing you with the knowledge and tools you need to make informed financial decisions.

Client Logins

Our secure client login portal provides you with 24/7 access to your account information, financial planning documents, and investment performance reports.

Thank you for considering CAFG Private Wealth as your trusted partner in financial planning and investment advisory services. We look forward to the opportunity to work with you on your journey.