Our Approach

A Different Approach to Wealth Management

Today, many high-and-ultra-high-net worth clients have to choose: the hands-on understanding and accountability of an independent advisor, or the breadth and strength of a large, financial services firm. We believe our clients deserve the benefits of both models, delivered on a single platform.

At CFWP, we combine personal service and unbiased guidance, a wide range of investment and portfolio management options and access to the market insight, technology and resources of Cantor Fitzgerald. 

The cornerstone of our approach is an experienced, dedicated advisor. He or she has the skills and tools to:

  • Create a customized financial plan based on each client’s circumstances and objectives 
  • Develop an asset allocation and investment strategy that responses to the specific requirements and goals identified
  • Access the resources of Cantor Fitzgerald to ensure all client needs are met.