Financial Services

wealth management services

Wealth Management

Learn about the many pieces involved in your wealth management process, from financial planning to investment management.

Mutual Funds

Investment Management

Our investment advisors offer 12 different types of strategies from which to choose. All of our strategies strive to be as Biblically Responsible as possible.

investment management

Financial Planning

We offer a variety of financial planning services to best fit your needs and financial goals!

retirement planning financial advisor

Retirement Planning

We have retirement strategies for every stage of your life. Not sure where to start? CIS Wealth would love to be your retirement guide!

personal trusts

Trust Services

Protect your family’s financial legacy long after you are gone with a personal trust. Learn more about how CIS Wealth can help!

LEARN MORE ABOUT CHRISTIAN MUTUAL FUNDS