Cranford, NJ Office
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Westfield Wealth Management, LLC
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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.
Based on Westfield Wealth Management, LLC
Expertise
Based on Westfield Wealth Management, LLC
Location
200 South Avenue East, Suite 303
Cranford NJ 07016
Advisors at this office
2
Advisors at this office
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.
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