Wealth Management

WEALTH MANAGEMENT

Plan to Succeed™

Financial peace of mind is no accident, and building the retirement you’ve envisioned requires a holistic, 360-degree blueprint to highlight financial barriers along the way.

The professionals at CIG Capital Advisors apply a lifetime wealth planning process and proprietary asset allocation methodology so you can truly elevate your success.

CIG Capital Advisors wealth management professionals work to understand your life and legacy goals, articulated in a lifetime wealth management plan that supports your goals, both today and tomorrow.

OUR SERVICES INCLUDE

Financial Planning

Retirement Planning

Education Funding Strategies

Asset Management

401K / Pension Management

Tax Planning

Estate Planning

Philanthropy & Legacy

Risk Management & Insurance Strategies

Brian J. Lasher
Head of Business Advisory, Wealth and Investment Management

WORK WITH US
Schedule a Complimentary Consultation to Discuss Your Specific Wealth Management Needs.