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

Get a Second Opinion On Your Current Plan

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