CIO Wealth

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

As registered investment advisor (RIA), we provide discretionary investment management services through our custodian, Charles Schwab Advisor Services, the largest provider of custody services to RIAs.

CIO also maintains RIA advisory agreements with Capital Group/ American Funds for CollegeAmerica 529 account management, and Pacific Life for variable annuity contract investment management.*

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 achieved and financial peace of mind is enjoyed. 

*CIO is a registered investment advisor and does not offer insurance products. CIO's variable annuity scope of engagement is limited to investment management services associated with variable annuity contracts at Pacific Life.