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Securities Offered Through DaVinci Capital Management, Inc.

799 Cambridge St., Cambridge, MA 02141 
617-354-3222 I Member FINRASIPC
MSRB

Learn more about our firm and investment professionals at FINRA BrokerCheck

Integrated Benefits, HR & Wealth Management

MAXIMIZING HUMAN

& PERSONAL CAPITAL

Innovative solutions for growing and

protecting your company and people

 The CIP Group is a full service employee benefits, HR, and wealth management firm. 

For over 30 years, we’ve helped business leaders maximize their total return on investment

in their people, benefits, technology and financial security. 

Our Integrated Services

Strategic approach to the plan design and management of your core and voluntary benefits, HR, regulatory challenges, payroll and technology platform

Wide range of advisory services to simplify HR including employment practices, compliance support, employee communications, hiring and background checks

Complete guidance for simplifying and optimizing plan performance through CIP plan design, fund management, fiduciary support and participant education

Total wealth planning that defines your long term vision vision and integrates your financial, retirement, business, insurance and investments into a cohesive master plan

BeneTech
OPTIMIZATION

Maximize human capital and ROI by optimizing the employee benefits and systems you already have.  All-in-one services include:

•  Strategic benefit consulting

•  Integration of HR, benefits & payroll

•  Enhanced communication & automation

•  Tech support & change management

WealthCare
OPTIMIZATION

Integrating your total financial life into a dynamic, comprehensive plan that achieves your goals and true peace of mind. Integrated services include:

•  Financial, retirement & estate planning

•  Business exit & succession planning

•  Investment portfolio management

•  Insurance & risk management

CIP Benefits and Wealth Optimization services have been designed to radically reduce the time and effort required to keep pace with increasing complexity.  Now you can focus on growth.

Why CIP Group?

The CIP Group provides you with an integrated team approach to employee benefits, HR and wealth management.    By understanding all aspects of your business and personal situation, we provide the advanced strategies, structure and technology to simplify your life – so you can pursue your growth goals with greater focus and confidence.

STRATEGIC GUIDANCE

& SUPPORT

We design smarter solutions that improve results through integration, optimization & automation

TIME & EXPENSE

EFFICIENCY

We free up hundreds of hours of staff time by coordinating & automating HR, payroll and benefit systems

TOTAL BENEFITS

PLATFORM

By integrating cost-effective benefit plans with HR/Payroll, we create a total solution that is more flexible and efficient

GROWTH FOCUS

& SCALABILITY

Our clients have a growth mindset so our solutions are designed to keep pace with your game plan

SOPHISTICATED

SIMPLICITY

By removing complexity, clients are refocused, energized and motivated to achieve greater productivity

BENEFITS & WEALTH

OPTIMIZATION

By dovetailing business / personal resources, tax, legal, insurance & investments, optimal leverage is gained

We help you achieve your goals by making positive change happen in whatever capacity will be most helpful.  Whether we serve as a trusted advisor to top management or educate your employees on their 401k choices, we’ll assemble the right team to move everyone forward.

— Jim McSweeney, President/CEO