What Makes CUI Wealth Management Unique
Our Passion
We have love and enthusiasm for this industry. So much good can be accomplished by knowledgeable and loyal advisors. We see a lot of opportunity for raising the bar. We strive to achieve a higher standard and hold ourselves accountable to our principles and values.
Our Mission
Our mission is to be a trusted group of retirement plan focused advisors in the western states. By doing this, we will make a positive impact on employees, employers, and our community.
Our Core Values and Beliefs
- Process: Process helps us with consistency. More people can be served through sound processes. This helps us accomplish our mission.
- Trust: Trust is strengthened through clear communication, fairness, transparency, and service. The cornerstone of trust is loyalty.
- Loyalty: We don’t want our loyalties to be divided. We have access to many recordkeeping platforms and investment choices.
- Wisdom: We seek knowledge in all aspects, but we understand that knowledge must be applied correctly.
- Communication: We want our clients to feel comfortable reaching out to us and comfortable knowing we will be responsive.
- Staying Up-To-Date: We strive to stay up-to-date on markets, the economy, changes in applicable laws, and best practices.
Our Process

