How we work
How we work:
Helping you achieve your financial goals is our mission. At CIC Wealth, we take the time to get to know you and provide personal attention tailored to your needs. Once your needs are understood, we will create a personalized portfolio for you that may include stocks, bonds, cash, exchange traded funds or other securities.
- You will always have a dedicated point of contact. When you work with CIC Wealth, you aren’t just dealing with the messenger. You have direct access to the individuals making the investment decisions.
- For your additional comfort and security, accounts are held at Charles Schwab & Co., Inc., a well-known, secure institution specializing in asset custody. Your portfolio is accessible to you at any time, through our easy to use web portal.
- We have a team approach and we are completely transparent. From proactively managing your money to preparing you for the unexpected, from your retirement plan to planning for your children’s education, we are dedicated to helping you design a life well calculated by employing a simple equation:
Knowledge + Care + Commitment = Financial Security
