About Us

CIC Wealth takes a holistic approach to financial planning. We are here to help you design a strategy and educate you about your investments to help you live worry-free now and in the future. Through our transparent approach, our team is dedicated to helping you design a Life Well Calculated™. In addition, CIC Wealth stands out because we are respected by our colleagues and the financial media: Our advisors contribute to The Wall Street Journal, Forbes and a myriad of other financial publications, writing frequently on topics that cover stocks and finance.

At CIC Wealth, we believe that strong companies build strong communities, and strong communities build strong companies.

CIC Wealth empowers people to achieve financial independence, manage the risk of outliving their assets, and leave a legacy.

Our team of experts wants to help you balance your personal goals with your financial life by creating customized financial plans.

Our Differentiators

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

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.