CAFG Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

110 S Wynstone Park Dr Ste 103, North Ba...

Phone Number

(847) 991-1099

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About CAFG Wealth Management

CAFG Wealth Management is an independent, privately owned, fee based financial planning and investment advisory firm. We are located in North Barrington, Illinois. We provide a sophisticated level of financial planning and investment advisory solutions for a select group of families and business owners. We have been helping our clients achieve their goals related to the accumulation, protection and distribution of their wealth for nearly 30 years. Our services are best suited for and applicable to those high net worth families and business owners who are going through or expecting to go through a major life transition within the next 5 years. Typical client life transitions can include the death of a spouse, divorce, care for an aging parent, college planning, career change or retirement. To help with the predetermined or surprise life transitions our clients are facing, we provide specialized guidance to help reduce their financial uncertainty.Explore more
CAFG Wealth Management's Social MediaPopular SearchesCafg Wealth Management IncCAFG IncChernesky & Associates FinancialChernesky & Associates Financial GroupCAFG Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CAFG Wealth Management

<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CAFG Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CAFG Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CAFG Wealth Management.

CAFG Wealth Management Tech Stack

A closer look at the technologies used by CAFG Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding CAFG Wealth Management

What is CAFG Wealth Management's official website?
CAFG Wealth Management's official website is www.cafginc.com
What is CAFG Wealth Management's Revenue?
CAFG Wealth Management's revenue is <$5 Million
What is CAFG Wealth Management's SIC code?
CAFG Wealth Management's SIC: 62,628
What is CAFG Wealth Management's NAICS code?
CAFG Wealth Management's NAICS: 52,523
How many employees does CAFG Wealth Management have?
CAFG Wealth Management has 1-10 employees
What industry does CAFG Wealth Management belong to?
CAFG Wealth Management is in the industry of: Finance, Securities Trading
What is CAFG Wealth Management competition?
CAFG Wealth Management top competitors include: Anchor Wealth Management Group, Choice Wealth Advisors, Fulcrum Wealth Advisors, Ratcliff Financial Services
What technology does CAFG Wealth Management use?
Some of the popular technologies that CAFG Wealth Management uses are: Microsoft 365, Amazon Web Hosting, Microsoft Exchange Online
How do I contact CAFG Wealth Management?
CAFG Wealth Management contact info: Phone number: (847) 991-1099 Website: www.cafginc.com
What does CAFG Wealth Management do?

CAFG Wealth Management is an independent, privately owned, fee based financial planning and investment advisory firm. We are located in North Barrington, Illinois. We provide a sophisticated level of financial planning and investment advisory solutions for a select group of families and business owners. We have been helping our clients achieve thei... r goals related to the accumulation, protection and distribution of their wealth for nearly 30 years. Our services are best suited for and applicable to those high net worth families and business owners who are going through or expecting to go through a major life transition within the next 5 years. Typical client life transitions can include the death of a spouse, divorce, care for an aging parent, college planning, career change or retirement. To help with the predetermined or surprise life transitions our clients are facing, we provide specialized guidance to help reduce their financial uncertainty.Read More

What are CAFG Wealth Management social media links?
CAFG Wealth Management Twitter page
Is CAFG Wealth Management a public company?
CAFG Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about CAFG Wealth Management

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