CIO Wealth

CIO Wealth is an independent, boutique wealth management firm founded in 2009 and located in Sudbury, MA.

We provide discretionary investment management services through our custodian, Charles Schwab Advisor Services, the largest provider of custody services to registered investment advisors.

The firm provides financial planning and wealth management services through eMoney, a leading provider of financial planning and account aggregation software.

Through a personalized, goals-based approach to investment management and financial planning, our firm builds client relationships that span decades and generations, during which long-term financial goals are realized and achievement of those goals is relished.