Mary Cira Investment Advisor

Mary T. Cira | Investment Advisor

Comprehensive Financial Strategies and Wealth Management

Wealth management is more than just investment, retirement or estate planning. It involves comprehensive planning for building, managing and preserving wealth.

My team offers individualized investment strategies in an evolving economic climate for corporate and individual investors. A disciplined approach, diversification and risk management are essential practices to achieving long-term objectives while minimizing volatility in the short-term. Insurance, tax-efficient investing and tactical asset allocation strategies are an important part of maximizing portfolio performance and addressing changing needs.

We deliver financial solutions to meet the needs of our clients using investment policies, product education, communication and a team of experts.

Our wealth advisory process:

To attain your family's financial and life goals, our team will work with you to identify what key information to ensure success.

• Fact finding, gather information and review risk tolerance
• Develop written financial plan, estate plan and IPS
• Select strategies
• Implement strategies
• Evaluate results
• Review and rebalance

Our goal is to build trusted relationships, supported by Research Capital's vast resources. We are committed to helping clients achieve their financial goals by developing a definitive wealth management plan that will maximize returns and achieve long-term financial objectives and life long security.