Individual Investors

Cedrus Investments is dedicated to providing individual investors with sophisticated and tailored solutions and laser focused execution. Our clients can expect objectivity, integrity, agility and the quality expertise necessary to guide them toward achieving their financial objectives.

Wealth Management is the comprehensive process of fully assessing and constructing a plan to achieve a client's financial and planning objectives. When done correctly, this is a customized process, utilizing specialists in each discipline: Investment Management, Tax Planning, Estate Planning and Insurance. We specialize in Investment Management and coordinating professional teams to assist clients in protecting and growing their assets.