Westfield Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$91,631,130
Clients
78
Advisors
3
across 2 offices
About
Westfield Wealth Management, LLC provides investment advisory and wealth management services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and retirement plans. The firm offers portfolio management, comprehensive financial planning, and retirement plan advisory and monitoring services, including periodic investment reporting for accounts managed elsewhere.
Westfield manages accounts on both discretionary and non‑discretionary bases and tailors asset allocations to client objectives, risk tolerance and time horizon, using mutual funds, ETFs and, when appropriate, third‑party money managers or separately managed accounts. The firm employs a mix of analytical approaches — fundamental, technical, cyclical and charting — and supports retirement plan clients with IPS development, model allocation portfolios and participant‑focused services.
A notable feature is Westfield’s affiliation with an accounting firm within the same Christakos Financial group, with common ownership that results in reciprocal referrals between advisory and tax/accounting services while leaving clients free to choose providers. The firm operates as a small supported team (three advisors, roughly $91.6 million in assets under management and about 78 clients) and maintains account minimums for certain services, which may shape the typical client engagement.
Client services
Expertise
Occupation focus
Fee options
$3,000 per financial plan
$250 per hour for financial planning services beyond the fixed fee plan delivery
Account minimum: $500,000
Main office
See office200 South Avenue East, Suite 303
Cranford NJ 07016
Advisors at this office
2
Offices (2)
Most active in
New Jersey · Texas
Also doing business as
Christakos Financial Group, LLC · Westfield Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Peter C
Series 63, Series 65
Westfield, NJ
Westfield Wealth Management, LLC
Peter Christakos is a financial advisor with Westfield Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been involved in multiple business activities including owning a CPA firm, Christakos & Co., and working as a real estate agent with Century 21 and Christakos Real Estate. He also teaches as an adjunct professor in the CFP program at Fairleigh Dickinson University and instructs CPAs nationwide on financial planning. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management alongside personal financial planning and retirement plan advisory services. The firm employs tailored asset allocations using various investment vehicles and combines fundamental, cyclical, and technical analysis to support both long-term and tactical strategies.
Anna C
Series 63, Series 65
Cranford, NJ
Westfield Wealth Management, LLC
Anna Christakos is a financial advisor at Westfield Wealth Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has a longstanding career that includes ownership of Christakos & Co., PC, a CPA firm specializing in tax preparation, accounting, and bookkeeping since 1988. She is also active in real estate sales as an associate with Century 21. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm employs tailored asset allocations and a combination of fundamental, cyclical, and technical analysis, emphasizing long-term strategies while maintaining flexibility for short-term trading when appropriate.
Andrew C
Series 63, Series 65
Cranford, NJ
Westfield Wealth Management, LLC
Andrew Christakos is a financial advisor at Westfield Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Christakos Financial Group DBA Marketing and Christakos & Co., Pc, accounting and financial services firms, since 2010 and 2015 respectively. Westfield Wealth Management provides investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm tailors asset allocations using a blend of fundamental, technical, cyclical, and charting analyses and offers services on both discretionary and non-discretionary bases.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)