(248) 827-1010
Client Login
Contact us

Private Wealth Management

As wealth grows, complexity follows. We serve as your strategic financial partner—bringing together every part of your financial life to create clarity, control, and confidence, without the burden of managing it all yourself.

Request a Private Financial Consultation

The initial consultation is complimentary and designed to determine fit. Comprehensive strategy work is performed on a paid basis. By submitting your information, you agree to receive email, phone calls, or SMS messages from CIG Capital Advisors. You can unsubscribe at any time.

Personal Wealth Management

Account Fragmentation
Full coordination and consolidation of all accounts, advisors, and strategies into one integrated financial framework.
Retirement Planning

Sophisticated income and distribution strategies designed to support lifestyle, purchasing power, and long-term security.

Tax Planning

Proactive, year-round tax strategy built to help minimize lifetime exposure and maintain long-term wealth.

Estate & Legacy Planning

Strategic structuring to help secure family wealth, reduce friction, and ensure your legacy is carried out exactly as intended.

Investment Management
Disciplined portfolio management aligned to your goals, tax strategy, and long-term risk exposure, continuously monitored and refined.

For Business Owners

Office / Practice Management & Growth
Financial leadership and strategic guidance to optimize operations, improve profitability, and support sustainable growth.
Succession & Exit Planning
Comprehensive transition planning that maximizes enterprise value, minimizes tax exposure, and secures your personal financial future.

Real Clients, Real Results

We deliver tangible value for our clients. Through innovative planning and careful execution, we create and preserve wealth in ways that directly impact our clients’ financial futures – and their peace of mind.

Reduced Tax Exposure from 37% to 33%
Implemented a strategic income and entity restructuring plan that lowered a business owner’s effective tax rate, creating meaningful long-term savings.*
Unlocked 24% in Additional Business Value
Advised a client through a strategic sale process—enhancing deal structure, timing, and buyer positioning to maximize post-sale proceeds.*
Saved Over $2 Million in Future Estate Taxes
Developed a multigenerational wealth transfer plan using advanced trust and gifting strategies, preserving assets for heirs while minimizing tax liability.*

Disclaimer: * The examples provided are for illustrative purposes only and does not guarantee similar results. Savings mentioned are based on specific client situations. Strategies such as tax planning, entity restructuring, business sales, and multigenerational wealth transfer may involve legal, accounting, or compliance costs, and carry risks and/or limitations. Individual outcomes will vary based on personal circumstances and the strategies employed.

A Private Consultation Focused on Fit and Financial Complexity

The initial consultation is designed to determine whether there’s a strong mutual fit and to identify potential gaps in how your financial life is currently coordinated.

During this conversation, we’ll explore:

  • How your accounts are structured across taxable, tax-deferred, and tax-free buckets
  • Areas where taxes may be quietly eroding long-term outcomes
  • Concentration risks and exposures that often go unnoticed
This is a Fit if you:

Have $1M+ in investable assets

Complex finances or business owner

Want a second opinion

Request a Private Financial Consultation

The initial consultation is complimentary and designed to determine fit. Comprehensive strategy work is performed on a paid basis. By submitting your information, you agree to receive email, phone calls, or SMS messages from CIG Capital Advisors. You can unsubscribe at any time.