CGF Wealth Management is a financial consulting practice affiliated with UBS Financial Services, dedicated to providing tailored wealth management and financial planning solutions. Serving high-net-worth individuals, families, and business owners, the firm focuses on delivering personalized strategies to help clients preserve, grow, and transfer their wealth effectively. As part of UBS’s global network, CGF Wealth Management combines the strength of a large institution with the personalized service of an independent advisory team.

The firm specializes in multi-generational wealth planning, portfolio management, retirement strategies, and philanthropic advisory. Its team takes a holistic approach to managing wealth, placing a strong emphasis on understanding each client’s financial aspirations and long-term goals. CGF Wealth Management is particularly experienced in working with corporate executives, private business owners, and professionals in complex financial situations. With transparent communication and evidence-based investment strategies, the group builds enduring relationships rooted in trust and performance.

For more information, visit: https://advisors.ubs.com/cgfwm/

Key Services:

– Financial and retirement planning
– Investment portfolio management
– Wealth transfer and estate planning
– Risk management and insurance strategies
– Tax-minimization strategies
– Philanthropic and charitable giving consulting
– Business succession planning
– Multigenerational wealth management