WEALTH MANAGEMENT

Wealth management is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, high net worth individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs. 

At Cullen Cioffi Capital Management, we employ comprehensive financial plans that incorporates your assets and liabilities and every other aspect of your financial life. Since we include more than just your investments, we are able to help give you a more holistic view of your situation. We will help you navigate estate planning, trust services, tax strategies, investment advice, charity and philanthropic planning, insurance needs, wealth transfer and family legacy planning, and many other things. If the help you need is outside our area of expertise, we will connect you with trusted experts and work with them closely to solve even the most complex issues so that you can have peace of mind.

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FEE-ONLY

We do not work on commission. We are always on the same side of the table as you, providing advice that is in your best interests.

What Makes Us Different