Our consultative approach focuses on clarifying client objectives and establishing a disciplined decision-making process. Unlike brokerage firms, our compensation comes exclusively from client fees. This eliminates the conflict of interest created by the imbedded compensation structure of some investment products. With your goals as our priority, Citywide Wealth Management offers you a difference -- excellent client service, innovative investment solutions and performance powered by people.

Steadfastly Independent
We promote an openness that allows us to search for the best and brightest in every discipline. Our clients are not limited by proprietary products. And we are constantly searching for strategies to improve client performance.

Focused Client Advocates
We have the strength and experience to secure custom solutions and negotiate lower costs. We place a priority on helping clients understand their fees and recommend options to reduce costs.

Forward Looking
We are proactive and forward focused in every aspect of our pursuit to increase returns while decreasing risks and costs.

Depth of Experience
Our team is comprised of experienced professionals who possess a unique combination of talent and integrity. With extensive backgrounds in money management, investment consulting, accounting, tax planning, estate planning, insurance planning and financial planning, we become valuable partners for our clients.

Absolutely Fee-Only
Our advice is not biased by commissions or imbedded fees. 100% of Citywide Wealth Management's revenue comes directly from our clients.

Customized Solutions
Much like a general contractor, we help our clients manage the investment process and all the subcontractors. We understand the economic relationships between investments and the unique needs of each client. Through proper diversification techniques, we help investors navigate through rough market environments.

Consistent Monitoring
We use custom state-of-the-art evaluation techniques to review past performances and plan for the future.

Full Spectrum of Investment Consulting Services Available
- Comprehensive investment program review and evaluation
- Asset allocation review and modeling
- Investment and spending policy development
- Complete design or re-design of portfolios
- Investment manager evaluation and selection
- Alternative investment evaluation and selection
- Performance measurement and attribution
- Fiduciary safeguard review and development
- Custodial and/or recordkeeper evaluation and selection
- Employee communication design and implementation