CIC Wealth is a financial planning firm based in New Orleans, LA, that aims to empower individuals to achieve financial independence, manage the risk of outliving their assets, and leave a lasting legacy. With over 100 years of combined experience, their well-established team takes a holistic approach to financial planning, offering personalized service and custom investment strategies. As fiduciaries, they prioritize their clients' interests and make investment decisions based on their own research, rather than relying on external asset allocation models.
Through their seamless and proactive approach, CIC Wealth delivers a high level of service, ensuring that clients' goals and purposes are understood before recommending a strategy for success. Their financial planners and advisors are highly recognized in the industry, regularly contributing to leading financial publications and appearing on major news networks. With a commitment to transparency and objectivity, CIC Wealth does not earn commissions from the sale of investments, allowing them to focus solely on providing professional financial planning solutions.
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