Personalized wealth planning for your lifetime

Our professional advisory team guides you through a collaborative planning process to take advantage of opportunities, avoid obstacles and assist with managing the complex aspects of wealth planning and investment management. We call our approach the Lifetime Planning Continuum®.

Our Team

You work directly with our team of experienced advisors who are CPA/PFS, CFP® or CIMA® certified professionals and offer the highest quality service and advocate for your financial success.

Professional Coordination

CIS coordinates with other professionals, such as tax and legal advisors, to bring together knowledge and expertise to meet your complex planning needs and deliver a seamless planning experience.

CIS Perspectives

The team at CIS continually posts communications and commentary to provide you with timely information and insights on planning and a wide range of financial issues.