Objective Advice From An Independent Fiduciary
A Trusted Partner To Help You Reach Your Goals
Your goals are the driving force behind the financial guidance we offer. As an independent privately-owned advisory firm, we select strategies that we believe are right for you. The Capital Group Fiduciary Advisors, LLC (CGFA) is a boutique firm offering bespoke wealth management solutions. We are more than your wealth manager, we are your partner. We pride ourselves on building long-lasting relationships based on trust, offering an unparalled level of personal service. Our business model is aligned with your best interests. As a fiduciary, we act in a way that above all else, is always legal and ethical. Our financial success is based solely on your success. Our advice spans the broad range of financial issues:
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Portfolio policy, construction and rebalancing
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Retirement fund accumulation and withdrawal
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Tax minimization
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Funding college and other major expenses
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Estate planning and trust management
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Long-term care and home-care insurance
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Life insurance
