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Individual & Family
Services
Financial Planning
Whether you're solo or have family responsibilities, we got you covered with our complete Financial Planning expertise. We help you plan for each financial aspect:
1. Cash Flow
2. Risk Management
3. Tax Strategy
4. Estate Planning
5. Investing
6. Retirement
Portfolio Management
Investing can be very time consuming, as it should be. You want to make sure your money is in a safe place, give you the returns you want, and be taxed correctly (or not taxed at all). We manage our clients' Portfolios to give them the expertise they deserve.
Our Investment Philosophy is to achieve the highest returns possible paired with our client's risk tolerance. Thus, making more efficient portfolios for our clients to achieve their goals.
Minor Accounts
As a parent, you want the best for your children. That's why our clients absolutely love using our Minor Accounts. We open and manage investment accounts for your children to get compounding growth to save for college, a car, first home, or whatever else they may need in the future.
C.S. Wealth, LLC (“C.S Wealth”) is a registered investment advisory firm. Advisory services are only offered to clients or prospective clients where C.S Wealth and its representatives are properly licensed or exempt from licensure.
©2025 by C.S. Wealth, LLC
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