Independent, Fee-Only, Fiduciary
Welcome to Cipriano Wealth Management
Financial planning and investment management for individuals and small businesses.
Our Mission Statement
To help clients to gain confidence in their finances through a comprehensive financial plan which clearly illustrates their financial position, identifies attainable goals and articulates a strategy towards achieving them.
Know where you are, determine where you want to be, and plan how to get there.
Fiduciary
We do not sell securities or financial products. We do not receive commissions from third parties. Our advice is committed to your best interest and tailored to your specific needs.
Transparency
We clearly lay out our process, service and pricing. We provide clients with the necessary tools to review their portfolio and progress.
Experience
CERTIFIED FINANCIAL PLANNER™ with over 25 years of markets experience.
Simplicity
We utilize sophisticated technology to aggregate your financial accounts and relationships into one consolidated view to help you see the big picture.
Service
We are committed to offering our clients a high touch service based on integrity, respect and attentiveness.
Inclusive
We do not set minimum net worth or income levels. All of our clients receive the same professionalism, competence and service.
Your finances are personal to you and we are committed to delivering a personally tailored service to meet your needs.