CIS Wealth Management | Values Based & Fiduciary Driven

Headquartered in New Braunfels, Texas since 1993. Serving Clients Nationwide.

FINANCIAL ADVISORY SOLUTIONS

We act as your guide helping you make wise financial decisions throughout life. We offer multiple feebased financial advisory solutions to fit your needs and specific situation.

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VALUES BASED

We incorporate wisdom, stewardship, and values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan.

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FIDUCIARY DRIVEN

We believe that our clients’ needs and welfare come first. We are proud to say that we are a fiduciary based firm, meaning that we act as a trusted financial advocate for you. We exist to serve you, not the other way around.

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Click On Any Of The Images Below To Listen To Our Top Podcast Episodes

The Question of Ownership

Loss of a Spouse

Sudden Wealth Syndrome

Finding God’s Purpose During Retirement

Top 10 Estate Planning Mistakes to Avoid

What God’s Word Says About Money

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Make A Positive Change With Your Investments

Investing Can Be More Than Just Returns

Values based investing gives you the opportunity to invest in companies that are making a positive change in our society. We offer many choices for those that would like to help make our world a better place both now and for generations to come. Become part of the values based movement today.

LEARN MORE ABOUT VALUES BASED INVESTING