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How We Help

Your Financial Future

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.

  • Investment Planning & Management 
  • Retirement Income Planning
  • Distribution Strategies
  • Planning for Loved Ones
  • Cash Flow
  • Income Tax Planning
  • Risk Management and Insurance
  • Estate Planning
  • Charitable Giving 

Our Process

Our biggest hope for you as our client is that you will achieve confidence. So we do a few things to help ensure it:

1. Initial Discussion: 

  • 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.

2. Next Discussion: 

  •  Before we get back together, we will review your current financial situation in more depth.
  •  We will then discuss with you customized planning and investment strategies
  •  After working together on your plan, we will set the timeline for implementation.              

3. On-Going:

  • Meet regularly to review your plan and make sure you are on track
  • Discuss any new goals and identify further financial blind spots
  • Life changes frequently. Our team is always available and open to discuss your plan.