wealth management

  • Planned Philanthropy

Giving Back with Planned Philanthropy

2021-06-10T16:28:11-05:00September 14, 2017|Categories: Resource Center|Tags: , |

What part does philanthropy play in planning a lasting legacy?

At CTS, we understand that success in life is about more than amassing wealth. It’s about the conscious legacy you leave behind for your loved ones, community, and society – the lives you’ve touched or perhaps even changed. We created this special article to share what we believe are some of the financial and social benefits of a proactive approach to philanthropy. Grab a copy here.

  • Six Reasons You Need More Than A Robo-Advisor

Rise of the Robots or a Relationship Renaissance?

2021-06-10T16:16:19-05:00August 30, 2017|Categories: Resource Center|Tags: , , , |

Rise of the robots? Not so fast.

Are we experiencing a rise of the machines or an opportunity for a relationship renaissance? When it comes to robo-advisors, CTS believes in forward-thinking technology but not at the expense of hands-on research and face-to-face interaction. DOWNLOAD our latest article for our take on the robo-advisor movement, and why we believe you deserve more than just automation.

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