The CFWP Mission and Value Proposition
We offer growth-oriented advisors and advisory practices an unprecedented opportunity to take a leadership role in the transformation of the wealth and institutional investment advisory business. Cantor Fitzgerald is one of the world’s premier independent financial services firms, serving clients from over 30 offices globally, and the last true partnership on Wall Street.
CFWP offers advisors access to Cantor Fitzgerald’s extensive resources, intellectual capital and the benefits of the firm’s reputation for excellence and innovation. Our platform was designed to provide compelling solutions to address the needs of both individual and institutional clients, including high quality financial planning, investment management and asset protection capabilities. Our technology, service and support infrastructure is there to smooth the transition process and allow advisors to focus on client retention and growth.
Become a part of a financially secure, top-tier global financial firm with a strong entrepreneurial culture, and a track record of commitment to our clients and our people. As a privately-held firm, we are able to take a long-term perspective, and make decisions based on the best interests of our clients and our firm. As a client-centered organization, we are completely dedicated to understanding and responding quickly to our clients’ needs, and to helping them address even the most complex challenges effectively. In doing so, we have built enduring relationships of trust with many of the world’s most sophisticated and demanding institutions and corporations.
Over the past six decades, Cantor Fitzgerald has pioneered new technologies, opened access to new markets and consistently exceeded client expectations. Clients of Cantor Fitzgerald Wealth Partners can expect nothing less. We invite you to share in our passion and our success.
We are building a team of proven investment advisors and advisory groups who:
• Specialize in serving high- and ultra-high net worth, entrepreneurial and institutional clients
• Emphasize fee-based, recurring revenues
• Have a strong compliance profile and high ethical standards
• Can demonstrate a consistent record of profitable growth and a desire to accelerate that growth going forward.
“Cantor Fitzgerald Wealth Partners is uniquely positioned in the marketplace to help advisors serve the needs of their ultra- and high-net-worth and institutional clients. Our platform provides all the advantages of a small, nimble, independent firm with the intellectual capital, infrastructure and product capabilities of Cantor Fitzgerald, known for its innovation, global reach and exceptional client focus for over six decades.”