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Because Your Finances Are Personal

Careful Listening

Down-to-Earth Discussions

Thoughtful Solutions

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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.



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.



We clearly lay out our process, service and pricing. We provide clients with the necessary tools to review their portfolio and progress.



CERTIFIED FINANCIAL PLANNER™ with over 25 years of markets experience.



We utilize sophisticated technology to aggregate your financial accounts and relationships into one consolidated view to help you see the big picture.



We are committed to offering our clients a high touch service based on integrity, respect and attentiveness.



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.

Meet Paul Cipriano