Carlos Salmon of CIC Wealth, LLC is a member of XPX Hartford

Carlos E Salmon

Senior Vice President, Financial Advisor

Rocky Hill, Connecticut

Professional Profile

Call Me When

Call Me When... Would like to harmonize the interconnected realities of Corporate Finance, Private Banking, and Wealth and Investment Management without the requirement of excessive minimum investment or net worth.

Contact Method

(c) 213.268.9495 | (e) carlos@cicwealth.com

Profession

  • Consultant
  • Wealth Manager
  • Professional Certifications

    CIMA, CPWA

    Functional Expertise

  • Board of Directors (not for profit)
  • Buy side/Acquisitions
  • Cash management
  • Charitable giving
  • Compensation
  • Corporate finance
  • Debt
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Lending
  • Management succession
  • Philanthropy
  • Private equity
  • Retirement
  • Tax
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Providing comprehensive wealth management advice, guidance, and support to business owners.

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results

    Membership

    Connecticut - Hartford Emerging Professional

    Member Since

    Member for 2 Years

    Sponsorship Type

    Chapter Leadership Role

    Programming

    Why I'm a Member of XPX