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What Makes CUI Wealth Management Unique

Our Passion

We have the pleasure of serving over 40 different company's 401(k). We strive to achieve a higher standard and hold ourselves accountable to our principles and values. We are committed to helping you walk through your current retirement plans with total transparency and help point you in the right direction. If there is nothing you need changed about your current retirement plan we want to have your back and be a resource you can reach out to. We believe that it is our duty to increase employee engagement, sustain cost transparency, provide fiduciary support, promote compliance and encourage accountability.

Our Mission

CUI's wealth management mission is to make the 401k Advisor industry as honest and transparent, by educating our clients, analyzing their plans, crunching the numbers, and digging through details to find things that our competitors will not. We make your finances work for you so you can get back to living your best life.

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

Get a Second Opinion On Your Current Plan

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