Wealth Management

Wealth management combines financial planning and investment strategy to sustain, meet your financial goals and grow your wealth. Alongside investment management, it encompasses retirement planning, individual/joint investing and much more

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Individual & Joint Account

Open an account individually or with a loved one. We will have your back no matter if you are alone or if you will join forces to have a brighter future.

Traditional & ROTH IRA

Individual Retirement Accounts are accounts we will managed for as long as your retirement age. Whether Traditional or not, making sure you retirement is in the right hands is always a great step.

401k & IRA 
Rollover

If your career has come to a point were your 401k and/or IRA are no longer being managed, whether you changed job, or for natural reasons you inherit one of this accounts, with our Rollover program we got you covered.

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Much More...

  • Individual 401k

  • Education Funds

  • Living Trust

  • Inherited Accounts

  • SEP IRA

  • SIMPLE IRA

  • & other 

DISCLOSURE

CAF Investments LLC is a state registered investment adviser. CAF Investments LLC may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. CAF Investments LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CAF Investments LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as CAF Investments LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CAF Investments LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CAF Investments LLC.  A copy of CAF Investments LLC’s current written disclosure statement discussing CAF Investments LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from directly from CAF Investments LLC upon request at no additional cost. You can easily request a copy of the CAF Investments LLC's brochure through email: cfeliciano@cafinvestment.com
This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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