Our Services

“Michael Sayre and CUI Wealth Management were very helpful to us when we transitioned our company’s 401k from a self-managed plan to a managed plan. Our situation was complicated, and Michael was there every step of the way to answer questions and provide guidance. There were a lot of moving parts, and Michael was able to guide me and gave me the confidence I needed to get everything completed correctly. After we got the plan set up, Michael initiated multiple education meetings with our employees to make sure we all understood the process and how the plan can best serve us. His presentations were well-organized and informative. He was available to us as a group, and also one-on-one, to discuss our personal retirement goals. He is able to advise individuals who have varying degrees of financial knowledge, providing both advice and education. As an employer, we offer our employees a 401k as a retirement benefit. Having Michael as our financial advisor gives our 401k participants the tools they need to plan for their retirement and to take full advantage of that offered benefit. Personally, Michael is very responsive, has great communication skills, and is easy to work with. It is a pleasure to work with him and his team at CUI Wealth Management, and we look forward to a long business relationship.”

- Office Manager

"We have loved our continued support and guidance we’ve received from Michael and his team. Everyone we have worked with is knowledgeable and prompt to reply. We cannot recommend them enough. Our employees also reach out with specific questions and they have full confidence in Michael’s trusted advice. Our company’s 401k management could not be in better hands."

- N. Farr - CEO