The Cafaro Group
The Cafaro Group is a dedicated wealth management practice focused on client-centered planning and exceptional service. Our mission is to help clients achieve their financial goals through a personalized, consultative approach. We take the time to listen, understand, and review each client’s unique situation, objectives, and concerns.
This process allows us to craft a comprehensive wealth management strategy built on a deep understanding of your complete financial picture.
At The Cafaro Group, delivering outstanding client service is at the heart of everything we do. Our service model is designed around your active schedule, ensuring efficiency, flexibility, and an exceptional experience every step of the way.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
ChFC®, CFP®, CLU®, RICP®
CRPC™
CRPC™
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
