CFIG Companies, LLC is an independent, privately owned wealth and estate management firm based in Fairfield County, Connecticut. Through its subsidiaries, CFIG offers investment advisory services, insurance, and estate and tax planning. The firm serves individuals, families, trusts and estates, mid-size corporations, small business owners, profit-sharing plans, foundations, endowments, nonprofits, and charitable organizations.

CFIG says it has no affiliation with investment, insurance, or banking firms, allowing it to provide advice and strategy execution without potential conflicts tied to those affiliations or proprietary products. Its objective is to help clients pursue their long-term goals through comprehensive wealth management. This often begins with a written financial and estate plan developed with an understanding of each client’s circumstances.

The firm views wealth management as broader than investing financial assets, encompassing the accumulation, administration, and distribution of wealth. CFIG Companies connects clients with its investment advisory, insurance, and estate and tax planning teams, offering services intended to address these areas as part of an overall plan.