CPK Wealth Management will work with you to fully understand your current situation, including the history of how you got to this point, your successes, failures and apprehensions as well as any interests you have for the future. From there, we'll use our knowledge and experience to design and present low-risk, tax-efficient and low-cost solutions that will align precisely with and protect you and your family’s immediate, long-term and legacy goals.
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We are committed to offering complete objectivity and unbiased advice. We are not exclusively affiliated with any firm nor do we have any proprietary products. Therefore, you can be assured we will always provide you with clear objective advice that is truly in your best interest.
Our investment solutions are constructed with the intent to outperform during specific market environments. Model allocation may require adjustments as market conditions change. All our investment solutions can increase to 100% cash when signaled by market indicators.
We build long-lasting relationships with our clients by providing sound education, guidance and an unparalleled extended family discount pricing program. Combined with our open architecture investment process, this truly supports a culture of trust and unlimited opportunity for success.
From the CPK Wealth Management Library
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Financial Planning
Creating a blueprint to maximizing your income and meeting your goals for transitioning to retirement. Retirement Planning
A sound insurance strategy can help protect your family from the financial consequences of those events. Insurance
Strategies for preserving and transferring your wealth, ensuring your assets grow and providing a legacy. Estates & Assets
Terms, calculators and tax forms to help you work towards your finacial and retirement goals. Tools & Calculators
Tax-Free Retirement Income Strategies
Required Minimum Distribution Alternatives
Substantially Reduced Market Risk
Capitalize on Annual Gifting Strategies
Protect and Control Legacy Transfers
Discounted Advisory Fees for Families as Low as .25%
Team Approach with Your Other Professionals
Online Advisory Services
The best way to stay on top of current financial topics
Schedule a Free Discovery Meeting