Experience

Our partners collectively have over 100 years of experience managing wealth. We understand your financial planning needs.

Why CIC Wealth?

CIC Wealth takes a holistic approach to financial planning. We are here to help you design a strategy that works for you.

Who We Serve

No matter whether you are a business owner, employee, or retiree, we are here to help.

Personalized Financial Planning Service That’s Transparent

We take the time to get to know your personal situation, so that we can deliver professional financial planning solutions that meet your indvidualized needs. We invest as much time as necessary to educate our clients in the beginning of the relationship, so that it’s easier to make decisions as we move forward and have confidence that the strategies we put into place will lead them in the right direction.

Financial Advisors and Financial Planners

Our Differentiators

Among other things, our financial planners and advisors regularly appear in the Wall Street Journal, Forbes Magazine, and other leading financial periodicals.

WE ARE FIDUCIARIES

Fiduciaries are bound by law to put your interests ahead of anything else. Not all advisors are fiduciaries.

WE MAKE THE INVESTMENT DECISIONS

We perform our own research and make the investment decisions locally. We don’t just use asset allocation models created by so-called experts on Wall Street.

FEES

We don’t earn commissions from the sale of investments. To be truly objective, we feel that our compensation should never be dependent upon which investment strategy we implement.

SEAMLESS & PROACTIVE

We deliver the highest level of service through what we call our Seamless and Proactive approach.

Collaboration

Your mission is our mission. Family, business, estate planning, finances – whatever your goals are, we share them!

Pairing Strategy With Purpose Is Key to Our Clients’ Success

We seek to understand your purpose, before recommending a strategy that will affect what you will ultimately define as success.

About CIC Wealth

Our financial planners and advisors are about service, service, service. That’s what we’re all about! Please reach out to us if you would like to learn more about our investment strategies, and how we can help you manage your portfolio. CIC Wealth Team Members are contributing writers to Forbes, The Wall Street Journal, The Washington Post and highly recognized by the financial media. They regularly post about the intersections between wisdom in financial markets and in leading a successful life.