Why CIC Wealth?

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…

Independent and bias free
Fiduciaries: we are ethically and legally bound to act in the best interests of our clients
A boutique firm that limits the number of new clients so we can provide top quality personalized service
Proactive with our clients
Disciplined in our value investing approach
Experienced: our advisors bring to the table many years of industry experience
Build dedicated relationships with our clients that extend for decades and across generations
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