Wealth Management
Investment Advisory Built on Trust
At CUBIC Advisors, clients come first. We help individuals and families build, preserve, and manage wealth so they can pursue their financial goals.
We help people, businesses, and institutions build, preserve, and manage wealth so they can pursue their financial goals.
Wealth ManagementFiduciary Commitment
We are ethically and legally bound to act in your best interest at all times.
Personalized Service
Every client receives a customized investment strategy tailored to their unique goals.
Transparent Approach
Clear communication and full transparency in fees, strategies, and performance.
Proven Results
A track record of helping clients achieve their long-term financial goals.
Assets Under Management
$49.9M
Years of Experience
25+
Client Satisfaction
100%
* As of December 31, 2024
technology-convergence
Elon Musk's Master Plan: How Tesla, SpaceX, and xAI Are Converging
In a revealing two-hour conversation with Indian entrepreneur Nikhil Kamath, Elon Musk pulled back the curtain on something most people have missed: his companies aren't separate businesses—they're pieces of a single, audacious puzzle.
market
Gold's Historic Rally in 2025: Four Forces Driving the Run to $4,200
A convergence of domestic and global forces are powering gold's record rise.
retirement
The Medicare Deadline Nobody Tells You About: What to Do Before You Turn 65
Turning 65 triggers a critical seven-month enrollment window for Medicare, and missing it can result in lifetime penalties of approximately 10% per year on your Part B premium. The 2025 Inflation Reduction Act caps prescription drug costs at $2,000 annually and eliminates the coverage gap, making timely enrollment more valuable than ever.
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