Well Established Team

Close up of men's rowing teamRecognizing that every client has a unique set of circumstances, we have built an advisory team comprised of industry leaders with a broad range of experience and knowledge to address your needs.  These individuals have demonstrated excellence in their field and have an average of 18+ years of industry experience.

As a client of CIC Wealth, you will never just be a number.  As a boutique firm, we limit the number of new clients so we can provide top quality service and be responsive to your needs. We are dedicated to our clients with relationships that extend for decades and across generations.

Our team extends beyond our firm to long established relationships with accountants and attorneys who deal specifically with estate planning and eldercare.  You can also feel comfortable knowing CIC Wealth is considered an industry thought leader, and is well-recognized as a trusted source by the largest financial media outlets in the world.