Committed to your entire financial life Proud to be named a UBS “Wealth Advisor”

Caufield Wealth Management Group Edward J. Caufield, Christopher Caufield, Kenneth Caufield

From left to right:
Chris Caufield, Ed Caufield, Ken Caufield

Caufield Wealth Management Group






58 South Service Road
Suite 310
Melville, NY 11747

Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.


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