C5 Wealth Management Llc Careers in Washington, VA

c5 Wealth Management, LLC was an independent registered investment advisory firm specializing in multi-generational financial planning & institutional investment management. The firm assisted executives, entrepreneurs, educators and retirees in accumulating, preserving and distributing wealth. c5 was consistently selected annually by Wealth Manager (formerly Bloomberg Wealth Manager) magazine as one of the top independent wealth management firms in the country. The Firm had over $300 million in assets under management and advisement, prior to being acquired by United Capital Financial Advisers in July of 2013. Specialties Comprehensive Financial Planning, Investment Management, Fiduciary Consulting, Pension Consulting