Wealth Management Redefined
The requirements of high and ultra-high-net worth and institutional clients are broader and more complex than ever before, demanding expertise and capabilities that are often available only to the largest corporate and institutional clients. At CFWP, we provide the unbiased, in-depth advice you would expect from a financial boutique with the resources of one of the world’s best-known financial services firms. The result is a powerful but personal approach to wealth management.
It all begins with your dedicated advisor. He or she has the skills and analytic tools to understand the many different aspects of your life and shape a comprehensive financial plan, including an investment strategy, to help you meet today’s needs and realize tomorrow’s objectives.
Whether the challenge is to:
- Understand and actively manage the risk and liquidity profile of your assets, on a risk-adjusted basis, consistent with your risk, liquidity and return objectives
- Ensure your family’s comfort today while preserving wealth for future generations
- Realize the full value of your business, or manage the financial implications of a succession plan or strategic partnership
- Make a lasting contribution through efficiently structured philanthropic giving.
CFWP clients can count on receiving thoughtful advice, carefully evaluated investment solutions and access to the broader capabilities of Cantor Fitzgerald.
Backed by the enduring strength of Cantor Fitzgerald. Grounded in Cantor Fitzgerald’s tradition of listening to clients and responding with innovative financial solutions. Delivered with Cantor Fitzgerald’s focus on excellence, integrity and transparency.
Personal and Powerful:
The Cantor Fitzgerald Wealth Partners Management Model