Civitas (pronounced siv-i-tahs) is Latin for “Community”. It evokes the spirit of citizenship, shared responsibility and common purpose that are critical to success.
When you choose a CIVITAS Financial Advisor, you’re entering into a unique long-term relationship. One where your advisor takes the time to develop a thorough understanding of who you are, how you think and what matters most to you. It’s a relationship that combines financial experience with intimate knowledge of your priorities to plan, protect and help fulfill your vision of the future.
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These days, taking a wait-and-see approach is no way to run a small business. We can help you discover strategies for future success.
Taking a holistic view of your financial picture, Civitas can deliver insights and solutions to help you accomplish more of your goals. Learn more
By allocating funds wisely and employing tax-advantaged financial tools, you and a Civitas advisor can work together toward providing wealth for future generations and lifeblood for the causes that matter most to you. Learn more