At CI Budros Ruhlin Roe Private Wealth, we focus on exceeding client expectations every day. We combine the personal experience, extensive knowledge, and objective advice of our boutique with the resources and vast intellectual capital of an industry leader to create a profoundly different wealth management experience.


Private Wealth Management—Made for You

We provide holistic advice and coordinated strategies to help you achieve each of your financial goals. Our objective is to become the indispensable partner you call first to help navigate you through difficult financial and business decisions, so you can stay focused on enjoying the journey. And our partnership with CI Private Wealth put us in the uncommon position of being able to create solutions for exceptionally unique and complex challenges.

Our Guiding Principles

Everything we do—from the way we work to the way we approach client interactions—is rooted in these principles:


  • Objectivity

    As fee-only fiduciaries, we provide truly objective advice and always work in your best interests.


  • Collaboration

    We work closely with you and coordinate with your other advisors to ensure every decision is made with your goals in mind.

  • Transparency

    We take the time to ensure you understand your wealth, your investments, and your path.



We have extensive expertise working with many types of clients and customize our services to reflect each one’s distinct objectives, priorities, and timelines. We help:


  • Families and individuals desiring to make the most of your wealth for those you love
  • Entrepreneurs planning for your own future success or that of your employees
  • Those experiencing life-changing events who need to navigate a new normal


  • Nonprofits and foundations looking to maximize assets, income, and impact
  • Young professionals desiring to create a strong foundation for future success



Discover how we can help you reach your financial future.