Cic Wealth Management

Who We Are

At CIC Wealth, we believe that strong companies build strong communities, and strong communities build strong companies. Our mission is to empower people to achieve financial independence, manage the risk of outliving their assets, and leave a legacy. We take a holistic approach to financial planning, understanding that each individual's financial journey is unique. Our team of experts is dedicated to helping you design a strategy and educate you about your investments to help you live worry-free now and in the future.

Team

Our team of experienced professionals has over 100 years of combined experience in wealth management. We understand your financial planning needs and are committed to delivering a personalized and customized approach to your financial goals. Our advisors are contributing writers to Forbes, The Wall Street Journal, The Washington Post, and other leading financial publications, sharing their expertise and insights with the financial community.

Comprehensive Plan

At CIC Wealth, we take a 360-degree approach to financial planning. We don't just focus on investments; we consider your entire financial landscape, including your financial goals, risk tolerance, and time horizon. Our comprehensive plan is designed to help you achieve financial independence, manage risk, and leave a lasting legacy.

A Well-Established Team

Our team of experts has a proven track record of providing exceptional financial planning and investment advice. We understand that every individual's financial situation is unique, and we take the time to get to know you and your financial goals. Our expertise is backed by years of experience, education, and a continued commitment to ongoing professional development.

Seamless and Proactive

We deliver the highest level of service through what we call our Seamless and Proactive approach. We believe that financial planning should be a collaborative effort between you and your financial advisor. We take the time to educate you on every aspect of your financial plan, ensuring that you are always informed and confident in your financial decisions.

Fiduciaries

As fiduciaries, we are bound by law to put your interests ahead of anything else. We don't earn commissions from the sale of investments, and our compensation is never dependent on which investment strategy we implement. We perform our own research and make the investment decisions locally, ensuring that your financial interests are always represented.

Let's Get Started

At CIC Wealth, we believe that financial planning should be a collaborative effort between you and your financial advisor. We take the time to understand your financial goals, risks, and time horizon to create a customized financial plan that aligns with your unique situation. Contact us today to schedule a consultation and take the first step towards achieving a Life Well Calculated.