Integrated Wealth Management
Our comprehensive services platform demonstrates our commitment to helping individuals and families address all aspects of financial planning, investment and wealth management and wealth transfer. We are likewise committed to helping businesses and 401(k) plan participants achieve successful outcomes.
Please note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. CCM does not serve as an attorney, accountant, or insurance agent. CCM does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, a CCM affiliated entity, in their separate individual capacities, can be engaged to provide insurance sales/services and/or tax preparation services as described on CCM’s written disclosure Brochure per the terms and conditions of a separate engagement and fee.