Mon - Fri: 9:00am - 5:00pm
(301) 816-4683

People In Transition


Please submit your request for an appointment for the office location of your choice in the contact form. Once submitted, please expect a response within 24 hours during normal business hours Monday through Friday.

For immediate assistance, please call our office directly.
Gaithersburg, (301) 812-4608
Owings Mills, MD, (410) 363-4683
Washington, DC, (202) 299-1290

People In Transition

Periods of transition in life are normal and can be caused by changes in your personal situations. Some of these transitions can include: a marriage or divorce, a career change, the loss of a job, a change in your health, the birth of a child, or the death of a loved one, just to name a few. It is not easy to plan for all of the unforeseen situations that life presents. A dependable resource is vital to help gain perspective and comprehend the context of your circumstance. The advisors at CIC Wealth will provide you with a custom tailored approach that is practical and impartial. Regardless of the nature of the transition, our knowledgeable advisors are equipped to help you and your family, ease the challenges that you currently face.

Transitional periods can be and emotional and tense time for anyone, and it is a time when you need knowledgeable guidance to deliver impartial, informed and sensible financial decisions during a difficult time. CIC Wealth helps you to take emotion out of the equation, offers a safe environment to steer the significant financial decisions you need to make, and create an approach that can help you to live a stress-free life.
Together, we can help you live a life well calculated. We are completely forthcoming with our clients and our advisors are always available to you for personalized assistance. We can help you create a tailored financial plan, which can lead you toward a fruitful life by empowering you to achieve financial independence.