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Where Do You Want Your Financial Roadmap to Take You?

Bringing Your Entire Picture Together, One Piece at a Time

Life is full of milestones. Managing your family, having a successful career and enjoying retirement  are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

At C.I.G. Private Wealth Management, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you’re not just a number or portfolio. You are our priority and we have built our firm around helping you succeed.

Our Process
Our History

Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life”

- Suze Orman

Designed for you

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help.

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“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future”

- Alexa Von Tobeln

2023 Advisors To Watch, created by AdvisorHub. Presented in June 2023 based on data as of 12/31/2021 and 12/31/2022.There were 1219 nominations from 374 firms and RIAs considered and 100 Firms/ RIAs were recognized. Advisors do not pay a fee to be considered or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.


2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 Advisors were considered, 7,321 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.


2021 Forbes Top Next-Gen Wealth Advisors, created by SHOOK Research. Presented in Sept 2021 based on data gathered from March 2020 to March 2021. 3,389 Advisors were considered, 500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future. Click here for more for more information.

How Can We Help You?

Our team is committed to helping you achieve financial wellbeing, success and confidence.

 

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