CIC Wealth Employee Directory

Financial ServicesUnited States2-10 Employees

As your wealth management company, we are determined to help you balance all the pieces of your financial life, from your retirement plan to planning for your children’s educations; from proactively managing your money to preparing you for the unexpected. We are dedicated to helping you design a life well calculated by employing a simple equation:

KNOWLEDGE
+ CARE
+ COMMITMENT
= FINANCIAL SECURITY

CIC Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. CIC Wealth considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, CIC Wealth generally retains copies of information that CIC Wealth or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of CIC Wealth or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by CIC Wealth’s advisory persons after entering into an advisory agreement and provided CIC Wealth with all requested background and account information.
If you have any questions regarding our policies, please Contact Us

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