✔ Advisory fees as low as .25%
✔ Frequent client communication
✔ Convenient web-based meetings
✔ Online client document library
✔ Monthly investment advice
✔ Employer or family discount pricing model
✔ Charles Schwab as custodian
✔ Actively managed models
✔ Raise cash during market downturns
✔ A Team Approach ✔ Open Architecture ✔ Custom Investment Models ✔ No Annual Account Fees or Commissions ✔ CPK Network of Strategic Partners✔ Extended Family Discount Pricing Program
CPK Wealth Management will provide you with an all-encompassing financial plan structured entirely from an open architecture library of investment solutions. The plan will align precisely with your family’s immediate, long term and legacy goals set forth in your retirement, estate and asset protection plans.
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.
Because learning about financial topics, has never been this much fun!
Our goal is your success. Here are some helpful resources to help you have a successful future.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Learn More
Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors. Learn More
Creating a blueprint to maximizing your income and meeting your goals for transitioning to retirement. Learn More
A sound insurance strategy can help protect your family from the financial consequences of those events. Learn More
Strategies for preserving and transferring your wealth, ensuring your assets grow and providing a legacy. Learn More
Multi-year strategic planning to minimize taxes over the course of your lifetime as you plan for retirement. Learn More
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Learn More
Terms, calculators and tax forms to help you work towards your finacial and retirement goals. Learn More
The best way to stay on top of current financial topics
It's time to join CPK Wealth Management, LLC.