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.
Wealth Management strategies
for people like you
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.
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.
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.