Our mission is to take the burden of financial planning off of our clients and onto us. We do this through a transparent planning process that involves ongoing interactions and communication.


Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. TFG Private Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. 

Important Information & Disclosures: http://bit.ly/2f98X9d 

CA Insurance Lic. # 0K43222

AGE- 7189895.1(10/24)(Exp. 10/28)

TFG Private Wealth Management

Matthew O'Keefe

This department guides the overall strategic direction and leadership of the organization.

Executive Leadership

This department manages financial planning, analysis, and reporting to support the organization's fiscal health.

TFG Private Wealth Management

Org chart

Teams

Executive Leadership

Finance Department

Offices

TFG Private Wealth Management

Org chart

Teams

Executive Leadership

Finance Department

Offices

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