Why CIC Wealth?

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 JournalForbes and a myriad of other financial publications