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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