Small Business Owners
We help CEOs, founders, partners or proprietors of a business who want more time, education and advice.
Work with an advisor who you can trust, that knows you well.
At Cullen Cioffi Capital Management, our advisors offer insight and prioritization of your personal goals and aspirations. We will help you discover which wealth transfer strategies work best in your situation. At the same time, we coordinate with your other professional advisors, including accountants, attorneys and bankers.