OUR GUIDING PRINCIPLES

CIS Wealth Management abides by five main principles which allow us to serve our clients with the utmost care.


OUR
GUIDING
PRINCIPLES


ACCOUNTABILITY

We are accountable to God, our clients and our industry’s standards.

RESPONSIBILITY

As a fiduciary, we act in our clients’ best interest.

EXCELLENCE

Excellence in everything we do for our clients is our top priority.

STABILITY

We have had roots in our community since 1993 and are committed to serving our clients for many years to come.

INTEGRITY

We believe in the 10 Commandments, that we should love God with all our heart, soul, and mind, and love our neighbor (clients) as ourselves.


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VALUES BASED

We incorporate wisdom, stewardship, and values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan.

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FIDUCIARY DRIVEN

We believe that our clients’ needs and welfare come first. We are proud to say that we are a fiduciary based firm, meaning that we act as a trusted financial advocate for you. We exist to serve you, not the other way around.

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FINANCIAL GUIDANCE

We act as your guide helping you make wise financial decisions throughout life. We work with you to understand your entire financial picture, goals, priorities and what matters most to you, then craft your plan accordingly.

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