Perception vs. Reality To Buy or Not to Buy A Bucket Plan to Go with Your Bucket List Surprises Once Upon a Goal

The CPK Wealth Management Approach

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.
 

Learn More about CPK

Exceptional Service

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.

Strategy & Resources

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.

Sound Advice

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.

Short Financial Videos

From the CPK Wealth Management Library

Our Services


Financial Planning

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Financial Planning


Retirement Planning

Creating a blueprint to maximizing your income and meeting your goals for transitioning to retirement.

Retirement Planning


Insurance

A sound insurance strategy can help protect your family from the financial consequences of those events.

Insurance


Estate Planning & Asset Protection

Strategies for preserving and transferring your wealth, ensuring your assets grow and providing a legacy.

Estates & Assets


Investment Tools

Terms, calculators and tax forms to help you work towards your finacial and retirement goals.

Tools & Calculators

What Makes CPK Wealth Management Different?

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

Schedule a no-obligation call to see why CPK is different and how that helps you.

The best way to stay on top of current financial topics

Interested in becoming part of our family?

Schedule a Free Discovery Meeting

Have you asked yourself...

How can I reduce or eliminate taxes on my IRA and estate?

Why is so much of my net worth exposed to the volatility of the market?

Is there a risk-free option for me to plan for long-term care needs?

Have I done all I can to protect the inheritance for my loved ones?

How do I know if I am paying too much in advisory fees or commissions?

Would my financial plan improve if my CPA, attorney and advisor collaborated?

Would an Online Advisor save me time and provide better communication?

We have answers that are right for you.

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