CIO Wealth

CIO Wealth Management, Inc. is an independent investment management and financial planning consultancy in Sudbury, Massachusetts.

CIO utilizes the wealth management platform of LPL Financial, the largest independent broker dealer in the country*.

*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.

CIO delivers comprehensive, personalized wealth management strategies to high net worth and emerging high net worth clients.

By taking a consultative, goals based approach to wealth management CIO fosters long-term client relationships built on trust and experience.