CUI Wealth Management Information

What is your advisor getting paid to do? Is your advisor going above and beyond when providing these common services to your 401k? - Recommending and Monitoring Investment Options - Plan Performance Reviews - Benchmark of Platform, Fees, and Services - Plan Compliance Reviews - Participant Education We started CUI Wealth Management because we have seen significant opportunities for improvement in the 401(k) advisor industry. We see many advisors who don't specialize or understand the complexities of 401(k) s and thus are unable to provide the expertise and service their clients deserve. Our team comprises diverse backgrounds and experiences. We believe this gives us a competitive advantage in solving problems and developing strategies. Though we all have diverse backgrounds, we carry common values. We continually endeavor to stay up to date on current trends and events and to educate ourselves. We strive to stay at the forefront of technology available in our field. We seek to cultivate deep relationships with our clients and professionals across multiple industries. We take pride in what we do. We are grateful for the opportunity to take part in such intimate and important decisions that can make a lasting impact on people’s lives. We are grateful to the spouses and significant others who have supported us in our pursuit to make a positive impact on the community we live in. Securities and investment advisory services are offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.For full disclosures, please see our website at www.vcgwealth.com.