Financial Planning and Investment Management

Financial Planning
and Investment Management

Financial Planning
and Investment Management

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We Are Fiduciaries
You Can Trust

We Are Fiduciaries You Can Trust

As Fiduciaries, our advice is objective and we are only concerned with doing what is best for you and your family.

Is Your Family Prepared
For The Future?

Is Your Family Prepared
For The Future?

We're not just planners, we're educators. Learn with us as we share financial wisdom with the "Next-Gen," guiding families toward a brighter financial future and preparing the future stewards of your family wealth.

Make More Confident Financial Decisions

Make More Confident Financial Decisions

Our CPA Financial Planners are here to help you make more confident financial decisions, supported by our family's dedication to helping yours thrive.

Financial Planning

Financial Planning

Make Confident Choices

Make Confident Choices

We specialize in financial planning for individuals who are navigating life’s most significant transitions, including divorce and the complexities of caring for aging loved ones. You don’t have to face these challenges alone—we handle the intricate details, offering you peace of mind so you can focus on what truly matters to you.

Our approach is unique. We help you understand your "money script"—the deeply ingrained beliefs and habits that influence your financial decisions. By recognizing these patterns, you can make more empowered choices that align with your long-term goals. At the same time, we prioritize stewardship, guiding the next generation to be financially literate and prepared to responsibly manage the wealth you've worked hard to build.
We specialize in financial planning for individuals navigating life’s most significant transitions, including divorce and the complexities of caring for aging loved ones. You don’t have to face these challenges alone—we handle the intricate details, offering you peace of mind so you can focus on what truly matters to you.

Our approach is unique. We help you understand your "money script"—the deeply ingrained beliefs and habits that influence your financial decisions. By recognizing these patterns, you can make more empowered choices that align with your long-term goals. At the same time, we prioritize stewardship, guiding the next generation to be financially literate and prepared to responsibly manage the wealth you've worked hard to build.

Investment Management

Investment Management

Customized Investment Solutions

Customized Investment Solutions

Our investment management approach is designed to align your portfolio with your specific financial goals, carefully considering your needs and risk tolerance. We employ a diversified strategy that spans various asset classes, company sizes, and geographical regions, managing the specific risks associated with each asset to ensure a balanced approach to risk and return.

We integrate tax-sensitive strategies, optimizing asset location to help reduce potential tax burdens over time. With careful attention to these factors, we aim to create a long-term investment strategy that provides confidence as you pursue your financial future.

Wealth Management Services

Wealth Management Services

Comprehensive Financial Planning
Investment Management Solutions
Financial Planning for Divorce
Retirement Planning

Take the first step toward financial clarity and confidence

Book a Meeting

Take the first step toward
clarity and confidence

Book a Meeting

Take the first step toward financial clarity and confidence

Book a Meeting

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Accounting
Wealth Management
About Us
Book a Meeting

Contact Us

Office: 908-654-4784

200 South Avenue East
Suite 303
Cranford, NJ 07016 info@christakosfinancial.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data:
Do not sell my personal information.


Check the background of your financial professional on the U.S. Securities and Exchange Commission's Investment Adviser Public Disclosure website.

Investment Advisory Services offered through Westfield Wealth Management, LLC.

Westfield Wealth Management LLC is a registered investment adviser offering advisory services in the States of New Jersey and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Westfield Wealth Management LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Terms of Use

Contact Us

Office: 908-654-4784

200 South Avenue East
Suite 303
Cranford, NJ 07016 info@christakosfinancial.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Check the background of your financial professional on the U.S. Securities and Exchange Commission's Investment Adviser Public Disclosure website.

Investment Advisory Services offered through Westfield Wealth Management, LLC.

Westfield Wealth Management LLC is a registered investment adviser offering advisory services in the States of New Jersey and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Westfield Wealth Management LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Terms of Use

Contact Us

Office: 908-654-4784

200 South Avenue East
Suite 303
Cranford, NJ 07016
info@christakosfinancial.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data:
Do not sell my personal information.


Check the background of your financial professional on the U.S. Securities and Exchange Commission's Investment Adviser Public Disclosure website.

Investment Advisory Services offered through Westfield Wealth Management, LLC.

Westfield Wealth Management LLC is a registered investment adviser offering advisory services in the States of New Jersey and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Westfield Wealth Management LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Terms of Use