Life is full of milestones. Managing your family, having a successful career and enjoying retirement are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life. Private Wealth Management, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals.
To us, you're not just a number or portfolio. You are our priority and we have built our firm around helping you succeed. Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
To us, you're not just a number or portfolio. You are our priority and we have built our firm around helping you succeed. Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
Services
CIG Private Wealth Management is that team. We are the people you can count on. With over 100 years of combined industry experience, we deliver honest, straight-forward guidance with integrity. Strategies that will guide you, your family and your business toward an intended purpose. Plans structured in your best interest, with actionable steps you can take to reach your goals.
We are in the business of orchestrating financial futures. We can help you take control of your life with goals-based financial strategies that are impartial, objective and customized. Here's a snapshot of all we can do for you. There are many ways we can help you orchestrate your financial life.
Our comprehensive wealth management strategies include investment planning and management, estate planning, charitable giving, cash flow and budgeting, income tax planning and more.Your organization requires a thoughtfully executed financial plan to run smoothly, efficiently and profitably.
Our comprehensive wealth management strategies include investment planning and management, estate planning, charitable giving, cash flow and budgeting, income tax planning and more.Your organization requires a thoughtfully executed financial plan to run smoothly, efficiently and profitably.
At CIG Private Wealth Management, we are in the business of orchestrating financial futures. We help people take control of their lives with goals-based financial strategies that are impartial, objective and customized. Our first meeting is all about you. We will spend our time discussing and prioritizing your goals, reviewing statements and answering questions you have about us.
We deliver next-level financial support with the goal of upholding a high standard of investment management. Designations and licenses aside, we want you to know that our top priority is your financial success. Whether you are days or decades away from retirement, at the end of the day you want what everyone else does - financial confidence.
There are many ways we can help you orchestrate your financial life. Our comprehensive wealth management strategies include investment planning, retirement income planning, distribution strategies, planning for loved ones, income tax planning, risk management and insurance, estate planning and charitable giving.
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