Skip to main content

CIO Wealth Management, Inc. is an independent registered investment advisor (RIA) located in Sudbury, Massachusetts.

The firm utilizes Charles Schwab Advisor Services as our custodian and eMoney for financial planning and wealth management.

In a fiduciary capacity, CIO takes a comprehensive, personalized approach to each client relationship.



Donor Advised Funds

Learn more about Schwab Charitable

Learn More

Comprehensive Wealth Management

Learn more about eMoney

Learn More

Why Engage A Financial Advisor?

Vanguard, Learn how your financial advisor adds value

Learn More