Advisory Business

C.E.C. Wealth Management, LLC was founded in September 2022.  The firm’s principal owner is Chas Craig.  The firm provides portfolio management services and financial advice to individuals and institutions. The portfolios of clients enlisting the services of C.E.C. Wealth Management are invested in a diversified, balanced manner based on clients’ suitability and unique circumstances.  Such portfolios are typically constructed using individual securities, mutual funds, and/or exchange traded funds to achieve a suitable level of expected risk and return. The financial advice aspect of C.E.C. Wealth Management’s services is customized to each individual client’s needs and can rise to the level of financial advice requiring financial planning.

As a fiduciary, we are committed to putting our clients’ interests first.