Advance and Protect Your World

Tell us where you are headed and we’ll help you get there. We look to uncover opportunities, solve problems and give you a roadmap for future success at all levels of your organization.     

The CIP Group

MANAGEMENT TEAM

For 30+ years,we’ve taken pride in becoming experts on our clients needs while becoming industry leaders integrating employee benefits, HR and wealth management services. We welcome the opportunity to learn about your vision and then put our team expertise to work and make it reality.

JAMES McSWEENEY

President, CEO

DEBBIE McSWEENEY

Treasurer, CFO

The CIP Goup

INTEGRATED TEAM APPROACH

Sophisticated simplicity can only be achieved when we unify the essential elements of your business, career, and personal life through strategic planning and technology.

Without alignment and optimization, important growth opportunities are missed while protection and compliance necessities break down causing significant problems and financial loss.

How can we help you think bigger with less stress or solve your biggest problem this week?

The CIP Group

EMPLOYEE BENEFITS TEAM

Since 1988, our Employee Benefits team has designed and implemented customized plans for thousands of clients throughout New England. With total access to industry resources and advanced tech platforms, we are uniquely qualified to provide you with strategic benefit and compliance consulting, high quality products and comprehensive implementation support.

The CIP Group

WEALTH MANAGEMENT TEAM

Working closely with you, our Wealth Team can help you develop the broadest possible overview of where you stand currently and what you need to do to accomplish your company and personal goals. By understanding your financial position, we can illustrate the impact various financial,investment, business and estate planning decisions can have on your family’s future.