CFWP ADVISOR TEAMS’ PERSPECTIVE
What makes Cantor Fitzgerald Wealth Partners such an attractive platform for serving high, ultra-high-net-worth and institutional clients? We asked members of our advisor teams for their perspective…
Rick Applegate has built an outstanding reputation as an advisor and co-fiduciary to retirement plans, working closely with plan sponsors, and in particular, non-profit institutions, to establish and maintain best practices in all aspects of their fiduciary responsibilities. Today, Rick and his CFWP advisory team serve as co-fiduciary on over $3 billion in retirement plan assets.
Rick believes his clients benefit from the strong name and reputation of Cantor Fitzgerald. “Our clients recognize the brand and the firm’s long history in the institutional marketplace, so it’s a good fit,” Rick said. At the same time, he noted, “CFWP is a new business within Cantor Fitzgerald with great potential for growth. This is particularly true in the retirement plan space, serving plan sponsors and trustees on a nationwide basis as co-fiduciaries, which is our goal looking ahead, and as we begin to explore the synergies between CFWP’s advisory teams.”