CFG Wealth Management Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$80,165,155
Clients
64
Advisors
2
of 2 employees
About
CFG Wealth Management Services, Inc. provides discretionary investment supervisory services, financial planning (including a Wealth Enhancement Service), pension consulting, and focused consulting to individuals, high net worth clients, pension and profit-sharing plans, and corporations. The firm’s service set includes preparation of investment policy statements, ongoing portfolio management, and implementation assistance for plan sponsors and individual investors.
CFG’s investment process centers on individualized IPS-driven asset allocation and manager/fund selection, using techniques such as asset allocation analysis, mutual fund and ETF evaluation, technical and quantitative analysis, and a mix of long- and short-term trading strategies. Accounts are typically managed on a discretionary basis, reviewed at least quarterly, and clients receive monthly or quarterly custodial statements and periodic portfolio reports reflecting asset allocation, returns, and activity.
Compared with many peers, CFG explicitly incorporates periodic educational communications and participant outreach into its pension services, offering quarterly educational support and investment workshops for plan participants and ongoing reporting tied to IPS reviews. The firm also combines its Wealth Enhancement financial planning offering with ongoing portfolio supervision and generally relies on Schwab Institutional as custodian, which provides the firm with institutional trading, research, and practice-management resources.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.35% annually
$250 per hour
Main office
9840 Westpoint Drive, Suite 150
Indianapolis IN 46256
Advisors at this office
2
Most active in
California · Florida · Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jonathan H
CFP®, Series 63, Series 65
Indianapolis, IN
CFG Wealth Management Services Inc
Jonathan Harrier is a CFP® professional with 16 years of industry experience. He has worked at CFG Wealth Management Services Inc since 2002 and holds Series 63 and Series 65 licenses. CFG Wealth Management Services provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers customized investment management, financial planning, and consulting, with a focus on client communication and educational support.
Michael P
CFP®, Series 63
Indianapolis, IN
CFG Wealth Management Services Inc
Michael Puckett is a CFP® professional with 21 years of industry experience, currently serving at CFG Wealth Management Services Inc in Indianapolis, IN. He has been with CFG Wealth Management Services since 1983. Outside of his advisory role, he is the managing member of MDP Professional Services, LLC, which provides outsourced financial planning services. CFG Wealth Management Services offers advisory services to individuals, pension and profit-sharing plans, and businesses. The firm focuses on customized investment policy statements, discretionary portfolio management using mutual funds and ETFs, and emphasizes client communications through educational support and reporting.
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