About us

Capital Formation Group, Inc. is a fully-independent financial services firm that supplies financial planning, investment management, estate planning, insurance, trust creation and much more. We serve clients throughout the Boston area, the state of Massachusetts, and across the United States.
With an emphasis on limiting threat, we deliver a comprehensive array of financial, estate, insurance, investment and policy management along with fiduciary services. For private clients, we take care of your financial and estate planning, investments, insurance in addition to the coordination between trustees and financial advisors.
For trustees and advisors, we offer style, analysis, underwriting campaigning for and management of your trust/business-owned life insurance.
Ideally, in all of this, we offer a good measure of acquired wisdom, common sense and a foundation of credibility that enables you to trust us and becomes the basis for a mutually-beneficial relationship.