The 5 Paw Experience
Translated By Jenna Peters
I love working with CIS Wealth. I get to lay around all day but really don’t have to do much except greet people and eat buttered toast from Bob, both of which I love! As soon as a visitor walks in the door, I want them to feel welcome and comfortable (and give me a treat). If you are having a ruff day, I want to make you feel better! I call this the “CIS Athena Experience”. However, there is more to being a CIS Wealth client than just having the pleasure of a beautiful chocolate lab by the name of Athena greet you.
Here are 15 reasons why being a CIS Wealth client is pawesome!
*We bring together an experienced team of autonomous professionals that work together to serve our clients’ total wealth management needs. These professionals may charge a separate fee for their individual services.
**Seek the advice of a Certified Public Accountant (CPA) as tax laws are constantly changing and vary depending on each individual situation