CIS Wealth Management abides by five main principles, each of which allow us to run our business to its fullest capabilities, as well as serve our clients with the utmost care.

accountability

Accountability

We are accountable to God and following Biblical guidelines 7 days a week, 24 hours a day. We are accountable to our clients to be upfront about fees, expenses and risk associated with investing, financial planning and wealth management.

We are accountable to our industry. All financial advisors of CIS Wealth Management Group are accountable to the Financial Industry Regulatory Authority (FINRA), the Texas State Securities Board, the U.S. Securities and Exchange Commission (SEC), and our broker-dealer Girard Securities.

Responsibility

We are responsible to our clients, to be there for them when they need us for any reason, and for providing world class service. We strive to be accessible ​and approachable. We are proactive in our communication to our clients with monthly newsletters, educational events, periodic phone calls to check in, and annual financial assessment reviews.

responsibility
responsibility

Responsibility

We are responsible to our clients, to be there for them when they need us for any reason, and for providing world class service. We strive to be accessible ​and approachable. We are proactive in our communication to our clients with monthly newsletters, educational events, periodic phone calls to check in, and annual financial assessment reviews.

excellence

Excellence

We are committed to excellence. This means always striving to be the best in everything we do. We strive to offer the best financial planning, investment management and wealth management services. We seek education for ourselves and offer education for our clients. We pursue the latest technology and systems, keeping up to date with the ever changing breakthroughs. We offer a luxurious office environment, efficient customer service, and proactive communication.

Stability

We believe in establishing roots in our community for the benefit of our clients so they will know who is serving them, and can build a relationship of trust over many years. Those who work at CIS Wealth Management group live in New Braunfels, have children here and are leaders in their churches and non-profit organizations in the community.

The founder of CIS Wealth Management Group is Bob Barber, a 6th generation South Texan and member of “The Sons of the Republic of Texas”, who has been in business since 1984 in South Texas. Bob also owns the building where CIS Wealth Management Group is located.

stability
stability

Stability

We believe in establishing roots in our community for the benefit of our clients so they will know who is serving them, and can build a relationship of trust over many years. Those who work at CIS Wealth Management group live in New Braunfels, have children here and are leaders in their churches and non-profit organizations in the community.

The founder of CIS Wealth Management Group is Bob Barber, a 6th generation South Texan and member of “The Sons of the Republic of Texas”, who has been in business since 1984 in South Texas. Bob also owns the building where CIS Wealth Management Group is located.

integrity

Integrity

We believe in absolute Biblical truth that never waivers. We believe in the 10 Commandments, that we should love God with all our heart, soul, and mind, and love our neighbor as ourself.​ We offer services with integrity, not because of outside influences that keep us accountable, but because of the personal beliefs we hold, and  we are internally motivated to the strong moral principles we adhere to.  We wouldn’t be CIS Wealth Management Group with the first word of our name being “Christian” if we weren’t going to back up our name with our actions.

Call (830) 609-6986 to set up an appointment with a representative at CIS Wealth Management group!