CIG Private Wealth Management

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

294 New London Tpke, Glastonbury, Connec...

Phone Number

(860) 657-4445

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About CIG Private Wealth Management

Omnica Wealth offers comprehensive financial planning and wealth management services in Glastonbury, CT, focusing on retirement planning, tax planning, and multigenerational legacy planning. With over 35 years of experience, they are dedicated to guiding high-net-worth individuals and families through the complexities of financial management. Their all-encompassing approach ensures that clients receive tailored strategies to address their unique financial questions and blind spots. Additionally, they provide succession planning services for advisors and firms, supporting continuity for their clients.Explore more
CIG Private Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

CIG Private Wealth Management Org Chart

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Office Manager and Client Services Specialist

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Registered Investment Advisor

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Wealth Management Advisor

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Planner

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Compare Similar Companies to CIG Private Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CIG Private Wealth Manage...

<$5M
11-50
Private
-
1999
HE
Heidie EndrelunasOffice Manager and Client Services Specialist
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
2009
Richard Bloom, Founder & President at Teton Wealth Management
Richard BloomFounder & President
<$5M
1-10
Private
-
2016
JM
Jeanie McMonigalDirector, Operations
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CIG Private Wealth Management Tech Stack

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Frequently Asked Questions Regarding CIG Private Wealth Management

What is CIG Private Wealth Management's official website?
CIG Private Wealth Management's official website is www.cigpwm.com
What is CIG Private Wealth Management's Revenue?
CIG Private Wealth Management's revenue is <$5 Million
What is CIG Private Wealth Management's SIC code?
CIG Private Wealth Management's SIC: 62,628
What is CIG Private Wealth Management's NAICS code?
CIG Private Wealth Management's NAICS: 52,523
How many employees does CIG Private Wealth Management have?
CIG Private Wealth Management has 11-50 employees
What industry does CIG Private Wealth Management belong to?
CIG Private Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is CIG Private Wealth Management competition?
CIG Private Wealth Management top competitors include: Teton Wealth Management, Lawrence Wealth Management, Nobile Hinchey Private Wealth Management, Retirement Planning Solutions
What technology does CIG Private Wealth Management use?
Some of the popular technologies that CIG Private Wealth Management uses are: DocuSign, Amazon Web Hosting
How do I contact CIG Private Wealth Management?
CIG Private Wealth Management contact info: Phone number: (860) 657-4445 Website: www.cigpwm.com
What does CIG Private Wealth Management do?

Omnica Wealth offers comprehensive financial planning and wealth management services in Glastonbury, CT, focusing on retirement planning, tax planning, and multigenerational legacy planning. With over 35 years of experience, they are dedicated to guiding high-net-worth individuals and families through the complexities of financial management. Their... all-encompassing approach ensures that clients receive tailored strategies to address their unique financial questions and blind spots. Additionally, they provide succession planning services for advisors and firms, supporting continuity for their clients.Read More

What are CIG Private Wealth Management social media links?
CIG Private Wealth Management Linkedin page CIG Private Wealth Management Facebook page
Is CIG Private Wealth Management a public company?
CIG Private Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about CIG Private Wealth Management

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