Founded in 2002, CIC Wealth is a Registered Investment Adviser (RIA) firm that provides comprehensive financial planning and investment management services. Operating under the "Your Financial Quarterback®" philosophy, the firm aims to coordinate all aspects of a client's financial life, including retirement planning, estate planning, and investment strategy. As a fee-only fiduciary, they are legally and ethically bound to act in their clients' best interests, avoiding conflicts of interest associated with commission-based products.

Founded in

United States