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AND JUST LIKE THAT
everything was suddenly
different.
retirement
inheritance
divorce
Every transition is an opportunity to CONSOLIDATE
WHO IS CONSOLIDATED FINANCIAL INVESTMENTS
WHO IS CONSOLIDATED WEALTH MANAGEMENT
WHY CHOOSE CONSOLIDATED
CFI is a privately owned, self-directed discount brokerage firm that provides
financial products and services to individuals, Family Offices, Independent Registered Representatives, and Independent Registered Investment Advisors who make their own investment decisions.
CWM is an independent, fee only wealth management firm and Registered Investment Advisor (RIA) focusing on transition planning for clients facing divorce, inheritance and retirement.
In parallel, we implement an investment philosophy centered around low costs — seeking the after-tax, risk-adjusted market returns needed to achieve your unique financial goals.
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