Our Company

Westfield Wealth Management is focused on helping families achieve their lifelong goals.

As a Registered Investment Advisory firm, we serve as your fiduciary. This means that we act in your best interests. Our fee-only investment advisory service aligns our interests with yours.

Christakos Financial Group was listed as a "Rising Star" on the 2014 and 2013 Accounting Today's Wealth Magnet list. 2014 $70M in assets under advisement. 2013 $59M in assets under advisement.

In the September 2014, Jeffrey Christakos was included in the inaugural New Jersey Society of CPA's list of its members practicing at the highest levels within a specific discipline. He was one of only six CPA's honored in the area of financial planning.

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Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

In The News

Westfield Wealth Management in the news. 

Our Accreditations

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This communication is strictly intended for individuals residing in the states listed below. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advise for compensation, will not be made without first complying with appropriate registration requirements. 

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator. 

Advisory Services offered through WESTFIELD WEALTH MANAGEMENT, LLC. Securities offered through UNITED PLANNERS FINANCIAL SERVICES, A Limited Partnership. Member FINRA and SIPC 

Westfield Wealth Management and United Planners are independent companies. 

We are registered to sell Securities in the following states:
Arizona, California, Florida, Georgia, Maryland, Maine, North Carolina, New Jersey, New Mexico, New York, Ohio, Pennsylvania, South Dakota, Texas, Wisconsin.
Securities offered through United Planners Financial Services of America, Member FINRA, SIPC.  Advisory services offered through Westfield Wealth Management. Westfield Wealth Management and United Planners are not affiliated.

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