About Us

CIGX offers financial planning and portfolio management services, including retirement planning, investment planning, college planning, and insurance planning. Our asset management services include stocks, bonds, mutual funds, ETFs, commodities and currencies.

Financial Planning Asset Management Uniformed Services Special Needs

 

Erich Schwerd is a graduate of Indiana University School of Law (JD ’96) and Kennesaw State University’s Coles College of Business (MBA ’02). He has 14 years experience practicing estate and trust planning and administration. He has 8 years experience as a financial planner and portfolio manager. He has studied or worked in Saudi Arabia, Singapore, Kenya, and Germany. He is a fluent speaker of German and has a working knowledge of French. He is an active participant in organizations, including chambers of commerce, economics and finance groups, and economic development funds.