Congratulations Nathaniel and Kirby

Congratulations Nathaniel and Kirby

Nathaniel Congratulations to Nathaniel Morris who earned his Certified Wealth Strategist® designation, administered by Cannon Financial Institute. This designation is awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients today. Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical knowledge, practice management processes [...]
Houston Branch is Starting to Grow

Houston Branch is Starting to Grow

By Bob Barber A few months ago, we were pleased to announce that CIS Wealth opened branch locations in both the Houston and Corpus Christi areas run by Mary Jo Lyons CFP®. We have already been serving clients in these area for many years, since we have clients all across Texas and throughout the US. [...]
Staff Favorite Christmas Memories

Staff Favorite Christmas Memories

BOB One of my favorite Christmas memories was in the mountains of Colorado when all the kids were still young. We stayed in a condo nearly above the tree line in Summit County and experienced as white a Christmas as one can experience. We did it all. We built a snowman, took a sleigh ride [...]
Send Us Your Prayer Requests

Send Us Your Prayer Requests

If you have a prayer request, we would love to add you to our prayer request list. Our very own Pat Hail has a special prayer request board in his office where he writes down each request as a reminder to pray throughout the day/week. The staff also prays together every morning and takes time [...]
Working Together to Provide Hurricane Relief

Working Together to Provide Hurricane Relief

Image from Hailey Branson-Potts/Los Angeles Times We all heard about Hurricane Harvey and its aftermath. The center of the hurricane was located directly over Rockport, and wind speeds reached 115-130 mph, leaving destruction in its path. We are confident, over time, that Rockport will be restored back to the beautiful coastal community where many of [...]
Set Appointments Online

Set Appointments Online

Our goal is to serve you in a personal way while offering the latest in technology. Therefore, we are proud to share that you can now set appointments online with Bob or Nathaniel! Instead of having to call during office hours to set an appointment, you can now pick a time that works for you, [...]
CIS Wealth Management System Vault

CIS Wealth Management System Vault

Have you ever misplaced an important piece of paper and searched hours or even days for it? Have you ever worried about losing your important files in case of a disaster at home that could destroy them? Have you ever been out of town and needed to access a file on your computer’s desktop at [...]
CIS Wealth Management System App

CIS Wealth Management System App

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CIS Wealth Management System Budgeting Tool

CIS Wealth Management System Budgeting Tool

Budgeting in the CIS Wealth Management System is a quick and easy way to stay on top of your expenses, and in turn stay on top of your financial goals. Expense transactions feed into your budget and are applied to budget categories you set. You can have the system memorize transactions so that budgeting becomes [...]
CIS Wealth Management System Complete Account Integration

CIS Wealth Management System Complete Account Integration

Account integration provides the capability to bring together ALL of your financial accounts and holdings in one place. Investment Banking Retirement Credit Cards Real Estate and more Instead of having to go to each separate bank account, credit card account, debit card account, savings account, and investment account on a daily or weekly basis, you [...]