Who We Serve
No matter who you are or where you are on your wealth journey:
Your goals are the most important thing to us.
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Cedrus has a service to fit your needs!
Individual & Family Stewards
Are you seeking a financial plan that evolves with you, providing guidance at every stage of life?
If you're and individual or family seeking guidance in building a financial plan that aligns with your life goals, let Cedrus be your partner!
Whether you’re looking to develop a financial legacy for loved ones or need advice on a specific financial concern, our advisors offer personalized support.
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We collaborate with your tax, insurance, and estate planning professionals to help ensure that all aspects of your financial plan are working together toward your objectives.
Through regular annual reviews, we adjust your plan as needed to accommodate changes in your life and financial goals, helping you stay informed and prepared for significant events.
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Private Wealth Strategy
Are you looking for a personalized strategy to help manage your wealth in a way that aligns with your long-term goals?
If you have $1 million or more invested in various assets, your financial situation is complex and requires a tailored approach.
Our Private Wealth Strategy service is designed to help individuals with diverse financial needs develop a strategy to effectively manage and pass on their wealth to family members or causes they care about. We offer assistance with tax-efficient wealth management, estate planning, and coordinating with other financial professionals.
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Our experienced Wealth Advisors work with you to create a comprehensive financial plan based on your goals, regularly reviewing your strategy to ensure it aligns with your evolving needs.
We coordinate with your existing financial team and provide guidance to help you make informed decisions about your financial future.
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How We Serve
Financial
Planning
Thoughtful strategies designed to bring clarity, confidence, and direction to every stage of life.
Tax
Planning
Proactive, forward-looking tax strategies that support wise decision-making all year long.
Family Office
& Business
Solutions
Support for families and business owners seeking coordination, stability, and alignment in their financial world.
Estate & Trust Services
Legacy-focused planning to ensure your values, priorities, and intentions continue across generations.
Insurance
Protection strategies that safeguard the people and responsibilities entrusted to you.
The Cedrus Way
Our process begins with an initial consultation to understand where your finances are today. This is the starting point to organize your assets for clarity and point them toward your goals.
Our team of professionals and experience work together to help preserve your assets. We seek to reduce risk and help ensure long-term health and viability. We believe our role is to partner with your insurance, tax, and estate planning team to help ensure your finances are aligned with your values.
We steward your wealth for growth so you can live the life you want to live and leave a legacy that matters to you.
Understand:
Every effective financial strategy begins with a comprehensive understanding of your current financial position.
At Cedrus, we prioritize your unique goals and values—whether it's preserving your family's future, expanding your investments, planning your estate, or preparing for retirement.
We start by assessing where you stand financially today to prepare your life for the future.
Organize:
We streamline your finances by using advanced tools that are designed to enhance clarity and control, making the management of your wealth seamless and stress-free.
By simplifying the complexities, we enable you to focus more on your life and what truly matters most to you.
Preserve:
We design plans to reduce risk as life changes for the long-term future.
Whether it’s for your nest egg, retirement, or estate, Cedrus works diligently to address risks and stewards your wealth wisely.
Begin shaping your legacy today, having confidence you have a plan for your family’s future.
Align:
Our tailored approach is designed to move you toward your goals efficiently and effectively, ensuring every step is a step towards your future done with intent and excellence.
By collaborating with your insurance, tax, and estate planning teams, we can help ensure your financial plan is not only robust and comprehensive but also integrated with all aspects of your financial affairs and aligned with your values.
Grow:
We're dedicated to managing your wealth for growth and stability, enabling you to live your life and create a legacy. As your wealth and influence grows, we will continue to wrap the necessary services you need to preserve your legacy.
Experience the CEDRUS Way as we steward your financial life so you can focus on what matters most.​