Integrated Wealth Management
Our independent, fee-based offering allows us to focus on one simple thing: what is in your best interest.
Early on in the formation of our firm, we recognized that the compensation structure we would adhere to would directly relate to the level of transparency in relationships with our clients. Advantages of working with a fee-based firm include:
For situations that are less complex.
If you choose to leverage the trust or tax return services of CCM Tax & Trust Administration, additional fees will be assessed.