Financial Advisor Rockville
CIC Wealth is a registered investment advisor (RIA) firm located in Rockville, Maryland. CIC Wealth and our advisors act as fiduciaries for all of our clients. Being a fiduciary means we are required by law to put your best interests ahead of our own interests, at all times. You should be aware that not all financial advisors are fiduciaries and this means that not all financial advisors in Rockville, MD are required to act in our best interest.
At CIC Wealth our number one priority is to provide you with the information necessary for you to make informed decisions, as you work toward achieving financial independence. We do this by taking the time to get to know you personally, in order to help us better understand your financial circumstances and your needs. After getting to know you, we will create a personalized financial plan that is designed to give you the best chances for success. This plan will include specific recommendations and a custom tailored investment portfolio that matches your appetite for risk and your long-term objectives. Every investor has their own personal needs, as a skilled financial advisor in Rockville, MD can attest. Some investors want their assets to grow over time, which can allow their money to greatly increase over many years. Other investors are less concerned about the long-term and rely on their investments to generate income for their current expenses. That is why here at CIC Wealth we customize each and every portfolio to each investor needs. Knowing your goals and having a plan can greatly increase your likelihood of success.
When you hire a Rockville, MD financial advisor CIC Wealth, you will always have a point on contact giving you direct access to the people helping you with your specific investments. We have a team of proactive advisors who will keep you up-to-date on your investments and how you are progressing toward achieving your financial goals. You will never be just a number here because we limit the number of new clients we take in so that we can provide quality services to all of our clients and respond to everyone’s needs.
CIC Wealth has chosen Charles Schwab to act as the custodian for our client accounts. Charles Schwab is known around the world as a very strong financial institution that offers great service at a low cost.
If you are looking for a financial advisor Rockville, MD residents trust, who will act as a fiduciary on your behalf and provide you with a high level of customer service, contact us today!