We're an independent, fee-only firm that provides financial planning and investment advice - always in our clients' best interests.
"Our mission is to serve our clients' needs and honor their trust in us. We're careful not to let anything get in the way of that'
MARK C. GRIEGE, J.D
Chief Executive Officer
“We do what we say we’re going to do when we say we’re going to do it.”
“We always put clients first. Period.”
President and Managing Director
We put the expertise of our entire firm into creating your financial and investment plans. So, whether you desire to plan for college, ensure you can retire when you want, have the ability to support your community—or anything in between—we will help you build a holistic plan for the future you dream of.
At CI RGT Private Wealth, we take a teamwork approach to wealth management. And you’re always a key part of that team. We collaborate across the firm and with you—working together to help achieve your goals. Our success is measured by yours.
Our clients know they can count on us to handle their financial situation, safeguard their personal information, and streamline the entire process. We have the expertise to manage their portfolio and non-portfolio assets while ensuring they’re on track to realize their life dreams. It’s an encompassing relationship that builds trust and inspires confidence.
The first step on the path to getting where you want to go starts with an honest conversation. And once we determine the right direction together, we’ll help you stay the course. CONTACT US
CI RGT Private Wealth