Investment Management

Investment Management

We offer many different investment options to choose from for all our clients and work hard to tailor the most appropriate portfolio strategies for each individual situation. Unlike other firms, we don’t use the “one size fits all” approach with just a few choices. From setting up a savings account to planning for a child [...]
Personal Financial Planning

Personal Financial Planning

Financial planning is a key part of wealth management and one of the services offered to our investment clients as a benefit of doing business with us. For those who do not have investment accounts with us, our financial planning services are offered for an hourly rate. We have a list of 20 Financial Planning [...]
Biblically Responsible Investing – Just Like Voting

Biblically Responsible Investing – Just Like Voting

The elections are upon us. It's hard to turn on a t.v., radio or look at anything on the internet without hearing opinions of which party, the democrats or republicans, are going to do a better job of running the country. One side is about the government knowing what is best for all of us, [...]
September 2016 E-Newsletter

September 2016 E-Newsletter

Dates To Remember SEPTEMBER 5, 2016 - Labor Day - OFFICE CLOSEDCIS MessengerTotal Wealth Management Edition CIS Wealth Management Group is a full service wealth management advisory firm. We look at all aspects of wealth management and focus on eight areas that encompass total wealth management: Financial Planning, Retirement Planning, Investment Management, Tax Planning, Risk [...]