About Us

In recent years, the financial industry has been moving further away from the traditional large brokerage firms and closer to the Registered Investment Advisory world. With more focus being put on the fiduciary role of the advisor, large firms are being pushed to transform their business models to align with this new regulatory environment. However, Registered Investment Advisors have been held to these high standards from the beginning.

Our founder Chad Kunc, started his career with a large brokerage firm. After seeing first hand the disadvantages for both the clients and the advisors that came from being associated with such firms, he recognized the need to provide a transparent business solution to all clients and their advisors that embraces a culture of trust and unlimited opportunity for success. In doing so, he created CPK Wealth Management, LLC. The firm was built to offer clients of any size portfolio unbiased advice and solutions to their wealth management needs with clarity in every aspect of the process.

Our Mission

CPK Wealth Management eliminates the restrictions and hurdles of larger firms allowing advisors to truly act as a fiduciary and do what is in the best interest of the client at all times.

Our Vision

CPK Wealth Management provides a transparent business solution to all clients and their advisors that embraces a culture of trust and unlimited opportunity for success.

Our Values

CPK Wealth Management offers clients of any size portfolio unbiased advice and solutions to their wealth management needs with clarity and transparency in every aspect of the process.

Interested in becoming part of our family?

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

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