WHO WE ARE

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MEET OUR TEAM

We are a values based and fiduciary driven firm offering financial planning & advice, retirement planning, and investment management. We use a comprehensive team approach consisting of Registered Investment Advisors and financial planners.

FINANCIAL ADVISORY SOLUTIONS

With our ongoing investment management ($100,000 Minimum Investment) and financial planning processes we stay by your side through the years to help you wisely pursue your financial goals, one step at a time. As life happens we help you make the necessary adjustments to stay on track. We believe that financial planning is a journey not a destination.

Christian Financial Perspectives Podcast

ABOUT OUR PODCAST

Christian Financial Perspectives is a bi-weekly podcast about time proven money management principles found in the Bible. There are literally hundreds of scriptures that tell us how to wisely: handle money, live, save, invest, borrow, give, teach and pass a financial and spiritual legacy to the following generations. Join us each week as we discover how these principles apply.

Biblically Responsible Investing

WHAT IS VALUES BASED INVESTING?

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.

Our Guiding Principles

OUR GUIDING PRINCIPLES

Learn about the 5 main principles by which CIS Wealth abides. Our responsibility is to our clients, and each principle allows us to run our business to its fullest capability, as well as serve our clients with the utmost care.

How We Are Paid

HOW WE ARE PAID

This is one of the most common questions that we are asked. We believe that a transparent approach to our payment system is the best answer. Bottom line, CIS Wealth exists to serve our clients’ best interests.

How We Are Different

HOW WE ARE DIFFERENT

What sets CIS Wealth Management Group apart? We ask what your needs are in order to create and design a custom plan based on your individual financial situation. We want our clients to be a part of every step!