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Understanding that each client has an individual set of needs and objectives, we have created a team of advisors composed of financial leaders with a wide range of knowledge and experience to manage your personal needs. These leaders have exhibited distinction in their craft and come with an average of over 18 years of experience in the financial industry.
We never view our clients as numbers. As a specialty company, we restrict the number of clients we accept so we can maintain superior service and be receptive to your desires. We are focused on our clients and built a rapport that is cultivated across generations.
Our team reaches beyond CIC to well-established relationship with attorneys and accountants who specialize in financial planning and eldercare. Our clients feel assured that CIC Wealth is a respected industry leader, and is honored as a reliable authority by the biggest fiscal news outlets in the world.