(830) 609-6986

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We help you pursue your financial goals.

WEALTH MANAGEMENT FROM A BIBLICAL PERSPECTIVE

Investment Management
Financial Advice
Financial Planning

We help you pursue your financial goals.

WEALTH MANAGEMENT FROM A BIBLICAL PERSPECTIVE

Investment Management
Financial Advice
Financial Planning

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Check out our new, weekly podcast with Bob and Mary Jo on what God’s word says about money.

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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CLIENT BENEFITS

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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VALUES BASED INVESTING

We integrate Biblical guidelines within our investment portfolios using screening processes to make sure your investments line up with your Christian values.

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WHO WE ARE

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

Learn more >>

CLIENT BENEFITS

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

Learn more >>

HOW WE ARE DIFFERENT

We have a set of guiding principles that we follow based on Biblical values in order to serve clients with the utmost standard of care.

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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.

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.

Biblically Responsible Investing

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.

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DO YOUR INVESTMENTS REFLECT YOUR VALUES?

Request your complimentary personal Moral Report to find out.

MAKE A POSITIVE CHANGE WITH YOUR INVESTMENTS

Start Making an Impact Today!

MAKE A POSITIVE CHANGE WITH YOUR INVESTMENTS

Investing Can Be More Than Just Returns

1. Make An Appointment

We would love to get to know you and learn more about your financial goals.

2. Tell Us Your Financial Goals

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

3. We’ll Make Your Plan A Reality

You are now ready to begin your personal journey towards pursuing your wealth management goals.

READY TO START YOUR FINANCIAL JOURNEY WITH CIS WEALTH?

We have 3 easy contact methods!

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Call Us At (830) 609-6986

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Fill Out The Form Below

OPTION 3

Schedule An Appointment Now

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