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
- A boutique firm that limits the number of new clients so we can provide top quality personalized service
- Proactive
- Disciplined in our value investing approach
- Experienced: our advisors bring to the table an average 18+ years of industry experience
- Dedicated to our clients with relationships that extend for decades and across generations
- Respected by our colleagues in the business as well as the financial media writing frequently on topics that cover stocks and finance for the Wall Street Journal, Forbes and a myriad of other financial publications