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

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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FINANCIAL GUIDANCE

We act as your guide helping you make wise financial decisions throughout life. We work with you to understand your entire financial picture, goals, priorities and what matters most to you, then craft your plan accordingly.

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Investing can be more than just returns.

Freedom to invest in companies who are helping to make the world a better place.

HERE TO SERVE

We are an advisory, financial planning, and investment management firm of experienced professionals ready to serve you.

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ADVICE, NOT SALES

Because we are independently owned and operated, we have no sales quotas or large companies pushing us to sell you a financial product.

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A HOLISTIC APPROACH

We offer holistic wealth management with a team of experienced professionals all under one roof dedicated to serving you.

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TRANSPARENT FEES

Our simple fee based approach takes away any potential conflict of interest or influence a large investment company could have over us.

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Check out our weekly podcast with Bob and Mary Jo.

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ABOUT

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Bob Nate and Mary Jo

Schedule a complimentary 15 minute call today.

Learn more about CIS Wealth and how to get started.

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Check out our weekly podcast with Bob and Mary Jo.

LISTEN

ABOUT

WEBSITE

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
Biblically Responsible Investing

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

You are only 3 steps away from preparing for your financial future!

1. Make An Appointment

We would love to get to know you and tell you more about our services.

2. Tell Your Story

Together, we can chart a roadmap of your financial vision for the future.

3. Start Your Journey

You are now ready to embark on the first steps towards your financial goals.

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24/7 ACCESS TO YOUR ACCOUNTS

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TAKE CONTROL OF YOUR FINANCIAL WORLD

Manage both your wealth and your well-being with ease of use.

ANSWERS IN THE PALM OF YOUR HAND

Complete access from the palm of your hand whenever & wherever

PROTECT YOUR IMPORTANT DOCUMENTS

Unlimited secure document storage to organize & protect
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What Makes CIS Wealth Different?

CIS Wealth Management Group is a full-service Christian Financial advisory, planning, and investment management firm of experienced professionals. We use a comprehensive team approach consisting of Registered Investment Advisors and financial planners, and partner with CPAs and attorneys all focused on understanding your total financial and wealth management needs, wants, goals and dreams.

We have both experienced and young talent to carry the firm far into the future to better serve you, your children, and grandchildren for many generations to come.

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