As your wealth management company, we are determined to help you balance all the pieces of your financial life, from your retirement plan to planning for your children’s educations; from proactively managing your money to preparing you for the unexpected. We are dedicated to helping you design a life well calculated by employing a simple equation: KNOWLEDGE + CARE + COMMITMENT = FINANCIAL SECURITY CIC Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. CIC Wealth considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, CIC Wealth generally retains copies of information that CIC Wealth or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of CIC Wealth or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by CIC Wealth’s advisory persons after entering into an advisory agreement and provided CIC Wealth with all requested background and account information. If you have any questions regarding our policies, please Contact Us
| Website | http://www.cicwealth.com |
| Employees | 5 (2 on RocketReach) |
| Founded | 1999 |
| Address | 1101 Wootton Parkway Suite 980, Rockville, Maryland 20852, US |
| Technologies |
JavaScript
,
HTML
,
PHP
+18 more
(view full list)
|
| Industry | Financial Services |
| Keywords | Investment Strategies, Wealth Management, Money Management, Financial Planning, Retirement Planning, Financial Services, Investment Management, Estate Planning, Financial Advisor, Portfolio Management, Wealth Planning, Investment Advisor, Tax Planning, Education Planning, Financial Consulting, Long Term Financial Planning, Retirement Solutions, Wealth Preservation, Financial Security, Legacy Planning |
| Competitors | Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, Betterment +48 more (view full list) |
Looking for a particular CIC Wealth employee's phone or email?
Michael Fein is the Co-Chair, President of CIC Wealth.
2 people are employed at CIC Wealth.
CIC Wealth is based in Rockville, Maryland.