The Value of Being a Client of CIS Wealth

Did you realize if you have a fee based managed account with CIS Wealth and are paying our annual advisory fee, you also have access to more services for no additional charge? Below is a list of these services: A personal, comprehensive, mobile friendly website, that integrates your complete financial picture in one secure location [...]

Ideas for Mother’s Day

By Kirsten Otto Looking for ideas to tell your mom “I Love You” this Mother’s Day? How about doing something unique and different from the standard card and flowers? What about giving toward a water well in an African village as a reminder of your mom’s provision for you growing up? Sponsor a child in [...]

Thanks for Sharing!

We Love to Hear From You! We sent out a short survey by email to learn how we are achieving our goals communicating with our clients. Thank you to all who responded! We will be using your responses to see how we can improve and serve you to the best of our ability. If you [...]

Remembering Memorial Day

Photo by Karen Klasi & can be found on karenklasiwrites.com “On May 1, 1865, freed slaves gathered in Charleston, South Carolina to commemorate the death of Union soldiers and the end of the American Civil War. Three years later, General John Logan issued a special order that May 30, 1868 be observed as Decoration Day, [...]

Give the Gift of a College Education

The month of May is an exciting time of many celebrations. Mother’s Day, Memorial Day, and for many, Graduation Day for a child or grandchild from high school or college. Do you have children or grandchildren not in college yet? One of the nicest things you can give them is the gift of a college [...]

Why We Can’t Text You

There is no denying text messaging is now a mainstream communication method, even in the business world. We have had more and more clients asking us to text information or reminders for appointments. While we’d love to say “Sure! Absolutely!”, we can’t. The investment industry is one of the most regulated industries in the U.S. [...]