Welcome to CIM Wealth Advisors,
a Registered Investment Advisory Firm
CIM Wealth Advisors remains steadfast to a higher standard for personalized & impartial solutions to the challenges of wealth accumulation and management. Many venues are used to help clients meet their investment goals through a variety of market conditions. These include not only stocks, bonds, and mutual funds, but also annuities, REITS, insurance, trust services, fee-based asset management, and more. Decisions are made with the client based on what is appropriate for their personal investment objective, risk tolerance, and time horizon.
Chief Investment Officer, Brad L. Chumley believes in an individualized approach to wealth management; one that can help reduce exposure to taxes, meet insurance needs, and provide a plan to successfully transfer your wealth to your children and grandchildren. Mr. Chumley has built CIM Wealth Advisors on his firm commitment to providing his clients with a comprehensive plan based on their family's individual needs, not product quotas, sales goals, or commissions. At CIM, our clients goals are our goals.
Mission Statement
It is the mission of CIM Wealth Advisors to build long term relationships with our clients based on sound investment practices, integrity, and service. We focus on creating, building , and protecting wealth through a variety of market conditions.
- Error
DJ Industrial Average
