CIS Wealth Management Group

CIS Wealth Management Group is a full-service financial firm based in New Braunfels, Texas. The company employs 10 to 19 people and generates approximately $2.5 million in annual revenue. Founded in 1992, CIS Wealth Management Group is one of the oldest and largest independent wealth management firms based in New Braunfels, situated between San Antonio and Austin. CIS Wealth Management Group provides a comprehensive range of services, including advisory, financial planning, and investment management. Their team consists of experienced Investment Advisor Representatives and financial planners who collaborate with CPAs and attorneys to understand clients' comprehensive financial needs, desires, goals, and aspirations. The firm serves clients throughout Texas and across the United States. The company distinguishes itself through a team approach, combining the expertise of seasoned professionals with the energy of emerging talent. This structure ensures the firm can cater to both current and future generations of clients. CIS Wealth Management Group is committed to building long-lasting relationships with its clients, helping them achieve their financial objectives and secure their financial futures. CIS Wealth Management Group is located at 672 Ridge Hill Drive, New Braunfels, TX 78130. For more information, please visit their website at ciswealth.com.