Our goal is to help you create a solid financial plan for your investments so that you can live without worries both now and in the future. We work with all kinds of individuals, from business owners and female executives to professional athletes, people in transition, and retirees.
As a business owner, you need to protect your assets and ensure you are prepared for the unexpected. Business liability, taxation and the loss of key employees all pose a threat to the fiscal sustainability of your business.
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.
As business owners, you must safeguard your investments and provide for the unknown and unexpected.
Professional athletes often have brief careers, and can therefore face financial challenges that those in other career paths do not.
You want a solid future for your family, to provide for your children, to prepare for the unexpected after retirement, and to enjoy the quality of life you have earned.
CIC Wealth is here to help you understand where you are today and develop goals for the future.
Transitional periods can be stressful, and at these times it is crucial that you have an experienced, unemotional advisor to help you navigate changes and the unexpected.
We stand by your side to pair your wealth with your vision, to help you learn how to best provide for yourself while contributing to the causes most important to you.
Investors all have unique needs. Some want their investments to build over time, while others depend on them for a steady cash flow to meet their daily needs. Some prefer to invest in specific companies or industries while others prefer a hands-off approach. At CIC Wealth, we get to know our clients so we can help meet their personal needs.
At CIC Wealth, we believe in regular communication. You will hear from your financial advisor regularly so that we can help educate you about the investment process, track your objectives, and meet any unexpected needs you may have.
Understanding that each client has individual circumstances, we have constructed an advisory team made up of of industry leaders with a wide range of experiences and understanding to meet your needs.
Building savings. Safeguarding your future. Achieving your goals. These things are critical to most of us. And they are crucial to the clients of CIC Wealth. We take the time to discover what is most important to you and build your financial plan around this.
You deserve a competent, experienced advisor who offers more than just mutual funds or stock picking. At CIC Wealth, we construct a completely personalized portfolio that meets your individual financial situation, detailed goals and timeframe and specific risk/return profile.
CIC Wealth empowers people to achieve financial independence, manage the risk of outliving their assets, and leave a legacy