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

Strategic Partners


Please submit your request for an appointment for the office location of your choice in the boxes below. 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

Strategic Partners

TAD Relocation

Seniors frequently discover that they neglected proper preparation when they down-size into a new house. Moving can be expensive, stressful, and overwhelming. CIC Wealth offers full transition management for seniors or for family members of seniors who are trying to aid their parents. We work closely with TAD Relocation, a specialized downsizing and moving management company for senior citizens. TAD Relocation eliminates the stress of moving and consolidating as CIC Wealth managed the fiscal aspects of moving, retirement and future planning. Ultimately, clients feel comfortable and confident that they are making a positive move.

Play it Coy

CIC Wealth works closely with DC-based sports agency, Play It Coy™ (PIC). We encourage their vision to help professional athletes as they transition off the sporting field and into their life after athletics. PIC emboldens small and large companies to propose their businesses to professional athletes as an environment for learning and growth for their careers after sports. This Corporate Challenge is an opportunity for fans to help their favorite athletes. We believe all our corporate clients should take advantage of PIC’s Corporate Challenge.