You lead a full life.

You should expect more from your wealth management team.

A wealth management strategy that looks only at investments is hardly a strategy at all. True wealth brings with it a myriad of complexities that are only served by a knowledgeable partner who can remain both objective and engaged, and will always listen carefully to you.

We work with and for you

Wealth Management strategies
for people like you

Financial Independence & Retirement

Risk Management

Tax Planning

Education Planning

Estate Planning & Wealth Transfer

Philanthropic Planning

Investment Portfolio Management

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Financial independence
& retirement

At CI Budros Ruhlin Roe, we believe financial independence involves much more than just choosing the “right” investments. It requires a thoughtful, collaborative approach to understanding how you want to live and what you want to accomplish after your “work” is done.

The CI BRR Difference

Our experienced advisors understand the importance of living outside the spreadsheets, working side-by-side with you and your family to map out the best ways to achieve your goals. This means building a culture of trust and friendship that transcends the numbers to define true success.

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Risk Management

As your wealth grows, it often presents more complicated problems, but also more intriguing opportunities. Years of accumulated wealth can be wiped out by inappropriate or unmanaged risk. Taking appropriate risk can increase your wealth; risks you can’t afford must be managed through insurance and other strategies.

The CI BRR Difference

Sometimes the best advice is not a recommendation to take action, but a caution to NOT do something. You can measure the success of an investment selection, but how do you calculate the value of NOT making a bad mistake? Our independent, fee-only business model means we’re compensated strictly by you, not by selling investment or insurance products.

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Tax Planning

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One thing is certain: managing your wealth will not become less complicated in the years ahead. Many critical aspects – including your taxes – are inextricably linked, and often have unintended consequences if not managed actively.

The CI BRR Difference

We consider the impact of taxes on every financial decision. Our team’s ability to provide proper tax planning, working proactively with your CPA or tax advisor, will inevitably lead to better results – and avoid surprises.

Education Planning

With education costs increasing at a rate much greater than that of general inflation, the need for knowledgeable financial guidance is more relevant than ever. Tools, such as Section 529 plans, must be evaluated against other methods of college savings.

The CI BRR Difference

We work to understand your goals for your child’s education and structure traditional and non-traditional education funding plans.

Learn more about education planning

Estate Planning & Wealth Transfer

One of the most gratifying results of building wealth is creating a personal legacy for you, your family and your community – and even the world. This legacy must be built with innovative and effective estate planning strategies and tools.

The CI BRR Difference

With a highly-credentialed team listening to what is important to you and your family, we can help you navigate what can be an emotional process. We can guide you in developing a true plan for how to best share your wealth with family members of many generations, as well as the causes and organizations that you care about deeply.

Find out how CI BRR can help

Philanthropic
Planning

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You have probably contributed to certain causes or associations for most of your life, and want to see this support sustained and even grow in its impact. Balancing your good intentions with making sure you have “enough” for you and your family can be complicated.

The CI BRR Difference

Our advisors, including Chartered Advisors in Philanthropy®, know how to determine whether your philanthropic goals are attainable. If they are, we can advise you on the most appropriate strategies and tools to benefit the organizations close to your heart.

Investment/Portfolio Management

Investments don’t drive your financial plan – your plan, focused on your personal goals, determines your investments. Your portfolio must match your goals, time horizon and personal tolerance for risk, and you need access to a broad universe of investments to do this.

The CI BRR Difference

 At many firms, your investment performance depends on the skill of the individual advisor with whom you work. At CI Budros Ruhlin Roe, your portfolio will be designed and continually monitored by the firm’s Investment Committee, headed by our Chief Investment Officer and Director of Research. This disciplined and collaborative approach employs world-class research to produce results you need to meet your goals.

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Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. CI Budros Ruhlin Roe doesn’t prepare legal documents or tax returns, nor does it sell insurance products.

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