What is your advisor getting paid to do? Is your advisor going above and beyond when providing these common services to your 401k?
- Recommending and Monitoring Investment options
- Plan Performance Reviews
- Benchmark of Platform, Fees, and Services
- Plan Compliance Reviews
- Participant Education
We started CUI Wealth Management because we have seen great opportunities for improvement in the 401k Advisor industry. We see many advisors who don't specialize or understand the complexities of 401ks and thus are unable to give the expertise and service their clients deserve.
Our team is comprised of diverse backgrounds and experiences. We believe this gives us a competitive advantage when it comes to solving problems and building strategies. Though we all have diverse backgrounds, we carry common values.
We continually endeavor to stay up to date on the current trends and events and continually educate ourselves. We strive to stay at the forefront of technology available in our field. We seek to cultivate deep relationships with our clients as well as with professionals in multiple industries.
We take pride in what we do. We are grateful for the opportunity to take part in such intimate and important decisions that can make a lasting impact on people’s lives. We are grateful to the spouses and significant others who have supported us in our pursuit to make a positive impact on the community we live in.
Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products, or services referenced here are independent of WFS. See the website for additional disclosures.
Company Details
- Employees
- 4
- Address
- 7730 S Union Park Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cuiwm.com
- Keywords
- 401(k), Employee Benefits, Employer-Sponsored Retirement Plans, Advising, Financial Advising.
- HQ
- Midvale, UT
Cui Wealth Management Questions
Cui Wealth Management's website is cuiwm.com
Cui Wealth Management's LinkedIn profile is https://www.linkedin.com/company/cui-wealth-management
Cui Wealth Management has
4 employees.
View email and phone details for 4
employees at Cui Wealth Management.
Cui Wealth Management's industry is
Financial Services
Cui Wealth Management's top competitors are
Cui Agency,
Intermountain Health,
Samsonite,
Weave,
Ncino,
Planstin,
Cui Benefits,
Dental Career Services.
Cui Wealth Management's categories are Financial Services
