We have been helping businesses and families take control of their finances for over 29 years. Our experience has given us perspective into the importance of dependable solutions for our clients.
We take pride in putting into place components that are fundamentally sound and can stand the test of time. We believe a strong risk management strategy forms the basis of every sound financial plan.
Our strength comes from our ability to see the entire picture, and our collaborative approach to working with your other advisors.
CSI Wealth Management is recognized for giving advice that is rooted in decades of experience, and a holistic approach that takes into account a client’s entire financial picture. Over the course of three decades, we have come to specialize in sophisticated risk management strategies.
We assist businesses at every stage of development: from startup through to mature businesses preparing for sale or succession. We also support business owners with the development of personal financial plans.
Putting into place the right pieces to help you plan for major life events such as retirement, a college education, or a home purchase - is a responsibility we take seriously. We also help you prepare for unexpected circumstances that are beyond your control.
