Profile – Exit Planning Exchange

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

Carlos E Salmon

Senior Vice President, Financial Advisor

CIC Wealth, LLC

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

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