CFG Wealth Management

CFG Wealth Management is a Wealth Management firm in Prairie Village, KS, located at 5200 W 94th Terrace #111. The firm serves pre-retirees and retirees across Johnson County and the wider Kansas City metro, including clients in Overland Park, Leawood, Mission, Fairway, Roeland Park, Mission Hills, Shawnee, Lenexa, Merriam, Olathe, and Kansas City, Missouri. Led by President and CEO LaMont Chandler, the practice focuses on retirement income, Social Security timing, tax-aware withdrawal sequencing, and coordinating investment and estate plans. The firm holds a 5.00 rating based on customer reviews.

LaMont Chandler, who holds FINRA Series 7 and 24, NASAA Series 63 and 65, and CRD 2794744, describes his approach as having the heart of a teacher. He works with individuals and families generally between the ages of fifty-five and seventy, ensuring that the person who hears a client’s planning goals is the same person who helps execute them. Every new relationship begins with a Purpose Conversation rather than a discussion of account balances or investment allocations. Clients receive a short Purpose Conversation Guide to complete before the first meeting, which helps clarify goals and priorities.

The firm organizes its services around a single, cohesive plan rather than separate products. Offerings include turning savings into a predictable income through customized withdrawal sequences, analyzing Social Security claiming strategies including spousal and survivor considerations, and coordinating federal benefits such as FERS and TSP allocations. The practice also handles consolidating old employer accounts, building portfolios matched to risk tolerance and time horizons, and conducting Roth conversion and required minimum distribution analysis in coordination with a client’s CPA. Additional services include beneficiary and titling reviews with an attorney, and evaluating fixed insurance products from licensed carriers.

Securities and advisory services are offered through Madison Avenue Securities, LLC, a member of FINRA and SIPC, and a registered investment advisor. CFG Wealth Management Inc. is an independent firm and is not affiliated with Madison Avenue Securities, cfgwmt.com, or any other firm operating under a similar name. The firm maintains a 5.00 rating from the customers who have reviewed it, reflecting the satisfaction of clients who work directly with LaMont Chandler from the initial conversation through annual reviews.

CFG Wealth Management brings a personalized, teacher-led approach to retirement planning for families in Prairie Village and the surrounding Kansas City area.

CFG Wealth Management sits on W 94th Terrace in Prairie Village, KS, just about a tenth of a mile from West 95th Street and Trailwood Elementary School. The office is also near Meadowbrook Park, located approximately a fifth of a mile away.

BizScoreAI awarded the firm a Content Quality score of 100 out of 100, meaning the website clearly answers customer questions in a way that AI assistants can quote directly. The firm also earned a Content score of 89 out of 100 for its substantial and relevant material, which helps search engines reward the site with better visibility. Additionally, CFG Wealth Management ranks number 1 of 3 Wealth Management businesses that BizScoreAI has scored in Prairie Village.