Worley, ID Office

Cimarron Wealth Management provides investment advisory and planning services to individuals (including high‑net‑worth clients) and retirement plan sponsors, offering ongoing asset management, financial planning, and retirement‑plan consulting and fiduciary management. The firm also delivers public educational offerings — seminars and workshops — that are presented on an impersonal basis and, in some cases, free of charge for attendees.

Advisory services are tailored to each client’s objectives and may be delivered on a discretionary basis using model portfolios, strategic and tactical asset allocation, and a primarily value‑oriented long‑term approach supplemented by fundamental, technical and cyclical analysis. Clients can use web‑based planning tools (including scenario planning, retirement income tools, document vaults and account aggregation) and receive account reviews at least quarterly with a formal annual review.

Notable differentiators include an affiliated attorney who provides legal services through a separate law practice and may bill clients separately for legal work, and the firm’s regular provision of public workshops and seminars. The firm’s advisors are also registered representatives of a national broker‑dealer and disclose operational ties — including receipt of a multi‑year forgivable loan and certain expense reimbursements from that custodial partner — conflicts the firm states are addressed through disclosures and internal policies.