Wealth Management

Cirrus Wealth Management is an independent wealth management firm offering comprehensive retirement, estate and tax planning solutions. We work with individuals, families, medical professionals and small businesses to provide sophisticated strategies for all aspects of their financial life.

Investment Advice

As an Independent Registered Investment Advisor, we provide unbiased financial advice that is in the best interest of our clients. We are not beholden to any one investment vehicle and present our clients with strategies best suited for their situations.

Corporate Business Planning

We understand that a business owner’s top priority is the success of their small business. For nearly 30 years, we have successfully advised small to mid-size business owners to protect their financial future. We coordinate with outside advisors – CPAs, attorneys and insurance agents – to create a compressive financial plan that meets the needs of the business and its owner.