Strategic Financial Guidance

Crafted to help your family build and safeguard your wealth

We provide tailored financial strategies that align with your goals and personal values, working seamlessly with your CPA and attorney.

Our Process

Business Owners

Protect the wealth you’ve worked hard to build. We help business owners reduce taxes, safeguard against unexpected losses, and plan for a secure financial future—tailored to your unique needs. Let us handle the strategy so you can focus on growing your business.

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Approaching Retirement

You don’t hire a guide to climb Mount Everest, you hire one to get you safely back down. We’re here to get you through retirement, not just to it.

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Career Professionals

Managing your savings and investments while climbing the corporate ladder can be stressful. We help you through those tough decisions so you can focus on getting to the board room.

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Accountants

We work closely with CPAs to ensure that every strategy remains optimized over time. Your CPA has deep insight into your tax situation, and we complement their expertise by incorporating advanced tax strategies to maximize deductions.

Attorneys

We work closely with attorneys to ensure your estate plan aligns with your values and long-term goals. While your attorney drafts the legal documents, we provide insight into your family dynamics, legacy aspirations, and financial objectives. Based on these conversations, we recommend trust structures that best support your wishes—whether for asset protection, tax efficiency, or multigenerational planning—so you achieve the outcomes that matter most.

Advisors

Our goal is to serve as your primary financial coordinator, ensuring all aspects of your wealth work in harmony. Whether it’s a business broker, banker, valuation consultant, or another advisor, we act as the connective tissue, ensuring that all your professionals are aligned and your plans stay on track.

Let’s start today, Get in touch!

I’m Ready!

The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Cinder Wealth’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services are offered through Csenge Advisory Group, LLC, a registered investment advisor.  Cinder Wealth is not affiliated with Csenge Advisory Group, LLC