Independence firm Cirrus Wealth Management sets sights on aging advisers
Jeremy Nobile of Crain’s Cleveland Business includes Joe Heider, president of Cirrus Wealth Management, in a feature article about Heider’s recent business plans, including the growth of Cirrus and its aim to help craft succession plans for individuals looking to gradually ease into retirement. “I get a thrill out of working with clients directly and running a business,” he says.