About
Our Firm
CIO Wealth Management, Inc. is an independent registered investment advisor located in Sudbury, Massachusetts. As a fee-only fiduciary, CIO takes a holistic, goals-based approach to each advisory relationship, helping clients create, manage, protect, and distribute wealth.
Andrew R. Sullivan, CFP®, CIMA®
Founder | President
Andrew founded CIO Wealth Management, Inc. in 2009 to deliver an independent, credentialed approach to personal wealth management, serving a range of high-net-worth, emerging high-net-worth, and middle class millionaire clients. In his...
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