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


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

Our Commitment to You

 A Team Approach
Open Architecture
 Custom Investment Models
 No Annual Account Fees or Commissions
 CPK Network of Strategic Partners
 Extended Family Discount Pricing Program

Why Us?

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.


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.

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Our goal is your success. Here are some helpful resources to help you have a successful future.

Financial Planning

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

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Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

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

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

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Estate & Asset Protection

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

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Taxes 101

Multi-year strategic planning to minimize taxes over the course of your lifetime as you plan for retirement.

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Creating a life map involves a close review of personal finances and an assessment of other building blocks.

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Investment Tools

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

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Before you go any further, ask yourself...

The best way to stay on top of current financial topics

Interested in becoming part of our family?

It's time to join CPK Wealth Management, LLC.

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