When we think about our clients, we try to imagine what we might expect from advisors like us, “Financial Conductors,” a role that helps balance your lifestyle with comprehensive wealth management and multigenerational estate planning. As you come to us with hope for a brighter financial future, you’ll feel the difference our fresh perspective can make as we listen, plan, and customize financial solutions for and with you. Planning for your future, no matter how complex, focuses on understanding your priorities and expectations. Blending just the right elements in your portfolio and wealth management can create optimal financial performance and the success you’ve come to expect in your life.
At C.I.G. Private Wealth Management, LLC, our philosophy has always been to offer our clients the highest level of service, expertise, and guidance available. In being Accredited Investment Fiduciary® certificants, along with Jeffrey Segal being a CERTIFIED FINANCIAL PLANNER™ professional and Seth a Chartered Financial Consultant®, this affords us the opportunity to be your “Financial Conductors,” a role that helps us to balance your lifestyle with comprehensive wealth management and multigenerational estate planning. With your confidence and our determination, together we can pursue a future where your goals and dreams can become reality.
Everywhere we turn today, there are specialists. In our time-deprived lives, we need direction and want it fast. But taking the time to find the right financial consultant is arduous yet essential. This is where our relationship can make a difference. Together, we can create and manage a legacy for you and your family that pursues the financial security you've worked so hard to achieve. Critical thinking today has the potential to lead to the secure lifestyle you want to lead tomorrow.
We welcome the opportunity to meet to answer your questions, to see if we have the right fit, and to prove how our resourcefulness will make a difference for you. And, if you allow us to “Orchestrate Your Financial Future™,” I can guarantee you one thing—our relationship will be Anything but Common®.