About Us.
c5 has a diverse client base that includes wealthy families, individuals, trusts, corporate retirement/pension plans and foundations. We have clients located across the United States, Canada and Europe. The majority of our clients are referred by existing clients and other professional advisors. We are independently owned by the partners of the firm and have no outside shareholders or corporate ownership. This independence enables us to be free from the potential conflicts of interest that could occur if corporate/shareholder interests are placed before client interests.
We offer an initial introductory appointment at no charge. This provides an opportunity for you to present an overview of your financial situation, concerns and expectations to us. We then mutually determine if c5 Wealth Management, LLC is able to meet those expectations and that you will be a positive addition to our clientele.
Our goal is to build a long term trust relationship with you providing ongoing financial advice to help your family or business make better financial decisions. It is a relationship in which we gain a full understanding of your overall financial situation. For individual clients, our relationship very often spans multiple generations. It is this close relationship that sets us apart from the large investment, insurance and banking organizations.
Our Firm.
We are committed to providing you with holistic, objective and creative solutions to the myriad of financial challenges that you may face throughout your life. c5 is a unique organization in that we provide institutional-quality investment management services coupled with the intimacy of a privately held boutique firm. It is our steadfast goal to develop and maintain a long-term relationship with your family and to be a valued resource for your business or professional practice.
Our advisors are dedicated to the financial planning process, the professional Code of Ethics and continuing education. The professionals in our firm possess financial credentials such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF), Master of Science in Finance (MSF), Master of Business Administration (MBA) and Master of Science in Financial Services (MSFS). We work closely with your other professional advisors or refer you to our professional affiliates to properly implement your financial plan. Our goal is that our firm becomes the conduit by which all of your financial needs are met.
Finally, we are very aware of the importance of giving back to our local communities, as evidenced by our volunteer efforts, charitable board memberships, committee participation and philanthropic contributions.
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c5 Wealth Management maintains only the highest quality staff to provide you the best service available.