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Investment Planning in Wealth Management

investment management in wealth management
“Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land.” Ecclesiastes 11:2

From setting up a savings account, to planning for a child or grandchild’s college education. From establishing an IRA to creating retirement income distribution strategies for a six or seven figure 401k. We do it all and customize portfolio strategies for every stage of your life.

The Investment Management portion of our wealth management puzzle includes a:

VALUES BASED INVESTMENT STRATEGY
Our values based investment strategy utilizes every available means to diversify and manage your portfolio. We start with a complete understanding and risk assessment of how you feel about different investment styles, as well as getting a full understanding of what your short, medium, and long term financial goals are. This allows CIS Wealth to obtain a thorough understanding of your financial statement and what will be the best model(s) for your specific situation.
CLICK HERE TO LEARN MORE ABOUT OUR INVESTMENT MANAGEMENT STRATEGIES

Click on any of the wealth management pieces below to learn more!

Financial Planning
Investment Management
Retirement Planning
Tax Planning
Risk Management
Estate Planning
Multigenerational Planning
Planned Giving