Privacy Policy is committed to protecting the privacy of visitors that use our Site. is a supporter of enhanced protections for Internet privacy. In general, CPK Wealth Management, LLC (and our partners) respect your contact information and treat it as private and confidential. will not typically give, sell, rent, exchange or otherwise provide your information with anyone else without prior consent or full disclosure. We will notify users of updates to this policy by noting the date of new changes directly below this statement. Policy effective May 25, 2018.

Information We Collect and Receive

CPK Wealth Management, LLC collects and retains information about you when you visit or give us information through our website at Any information provided to us is to help understand your needs and interests, to provide you with better service or to keep in contact with you via our Email Newsletters. Any information you provide is kept in strict confidence and is not shared with anyone outside of CPK Wealth Management, LLC and this policy applies to all information received by CPK Wealth Management, LLC, both online and offline. servers may record the IP address of the computer you are using; the browser software you use and your operating system; the date and time you access our site; and the Internet address of the Web site from which you linked directly to our site. We use this information to measure the number of visitors to different sections of the site, to diagnose and correct system errors, and to improve the site. We do not connect this information to your name or identity, and we periodically delete this information from the server.

Our Site contains links to other websites, including sites that we do not own or operate. Unless otherwise expressly stated, is not responsible for the privacy practices or the content of such websites, including such sites’ use of any information collected when Site visitors click through links to those sites. We encourage you to read the Privacy Policies of websites linked to our Site.

Personally Identifiable Information

Personally identifiable information is data that can identify an individual, such as a name or an email address. It refers to information that can be used to distinguish or trace an individual’s identity, either alone or when combined with other personal or identifying information that is linked or linkable to a specific individual. We collect this kind of information from you to facilitate transactions that require knowing who the individual is.

Examples of times when we use personally identifiable information

There are a few areas on our website that can require personally identifiable information. An email address and sometimes a name are required to subscribe to our Newsletter. You have the option to unsubscribe from that Newsletter any time it is received; an unsubscribe button is provided in the body of the newsletter. If you choose to unsubscribe, your name and email address will promptly be removed from our list and no further communication will be sent to you.

We also have a contact form at which asks for your name and email address, both personally identifiable information. This form is provided for the convenience of our site users to reach out to us, ask questions or connect so that we may begin working together. Again, this information is kept in strict confidence and is not shared with anyone outside of CPK Wealth Management, LLC.

While CPK Wealth Management, LLC uses third party vendors to communicate with you or for analytics reporting, your information, including your email address, will not be sold, shared or disclosed with any third party outside of CPK Wealth Management, LLC.

Use of Cookies

Cookies are text files that are placed in your device’s browser and are used to help recognize your browser across different web pages, websites, and browsing sessions. Cookies are stored on your device. We make limited use of cookies on this site for convenience features and to identify and prevent click fraud patterns. These cookies are only accessible within and are typically deleted as soon as possible.


In some cases, Internet cookies and web beacons may be used to give you useful information through third party vendors and advertisements, including Google and Facebook.

Preferences and Opting Out: Users may opt-out of the use of their data for internet-based advertising. You may opt out of a third party’s vendor use of cookies by visiting the Network Advertising Initiative opt-out page. You may also opt out of Google’s use of cookies by visiting its Ads Settings page.

Contact Us

You can contact us at any time to request access to information we have about you or to correct or delete any information that CPK Wealth Management, LLC has about you. If you have any additional questions about our collection and storage of data, please contact us:

CPK Wealth Management, LLC
Email: [email protected]


Before using this web site please read the terms and conditions as set forth below. By using this website or related properties, you agree to be bound by these terms of use. CPK Wealth Management, LLC and their wholly owned web properties, reserve the right to revise these terms at any time without notice and, by using this website subsequent to the revision of the terms of use, you agree to be bound by such changes. If you find the terms to be unacceptable, you should terminate your use of this website and all related web properties immediately.

No Representation or Warranty

The documents, graphics and images published at could include inaccuracies or typographical errors. Additionally, we reserve the right to modify the information contained in this website without notice. To the extent permitted by the laws of the United States, information on this website is provided “as is” without warranty, either express or implied, including, but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

This site may contain links to other websites, which are completely independent of We make no representation or warranty as to the accuracy of content, completeness or authenticity of the information or opinions contained in any such linked website.


Your confidential use of this site cannot be guaranteed by us. We shall not be responsible for any harm that you or any person may suffer as a result of a breach of confidentiality in respect to your use of this website.

Limitation of Damages

In no event will we, our officers, employees, contractors, subcontractors, suppliers, agents, affiliates, subsidiaries, successors or assigns be liable to any party for any direct, indirect, or other consequential loss for any use of this website, or use of any other linked website, even if we are expressly advised of the possibility of such loss. The term “loss” includes, without limitation, legal fees, any lost profits, business interruption and loss of programs or other data on your information handling system.


All right, title and interest (including all copyrights, trademarks and other intellectual property rights) in this website belong to CPK Wealth Management, LLC In addition, the names, images and other indicia identifying our products and services are our proprietary marks. All copyrights, trademarks and other intellectual property rights referred to in this website belong to their respective owners.


Except as expressly provided in clause 5.2, nothing contained in this website shall be construed as conferring any license or right, expressly, by implication, or otherwise, under any of our intellectual property rights, or under any third party’s intellectual property rights, and no part of this website may be reproduced, republished, copied, transmitted, or distributed in any form or by any means without prior written notice.

You are hereby granted a nonexclusive, non-transferable, limited license to view, reproduce, print, and distribute materials retrieved from this website provided (a) such materials are used only for informational, non-commercial purposes, and (b) you do not remove or obscure the copyright notice or other notices.

Linking to this Website

You may provide links to provided (a) you do not remove or obscure our copyright notice, or other notices on this website, (b) you will upon written notice, discontinue providing a link to if instructed to do so by us.

Governing Laws in Case of Dispute

These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of Florida as they apply to agreements made and solely performed therein.

These Terms were last updated on January 29, 2019.


Important Disclaimers

CPK Wealth Management LLC ("CPK") is a Registered Investment Advisor ("RIA"), located in the State of Florida. CPK provides investment advisory and related services for clients nationally. CPK will maintain all applicable registration and licenses as required by the various states in which CPK conducts business, as applicable. CPK renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.


Risk Disclosure


Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. 


Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.


This website is intended to provide general information about CPK and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.


Market data, articles and other content on this website are based on generally available information and are believed to be reliable. CPK does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.


Please remember that it remains your responsibility to advise CPK, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.


CPK will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at or you may Contact Us [email protected] to request a free copy via .pdf or hardcopy.


Email Disclosures

CPK often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. CPK makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send CPK private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.


Please note: CPK does not accept trading or money movement instructions via email.


As a registered investment advisor, CPK emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of CPK or the securities regulators.


If you have received an email from CPK in error, we ask that you contact the sender and destroy the email and its contents.


For a copy of the CPK Privacy Policy, please click here. [email protected]


If you have any questions regarding our email policies, please Contact Us [email protected].


Social Websites

CPK may utilize third-party websites, including social media websites, blogs and other interactive content. CPK considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, CPK generally retains copies of information that CPK or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of CPK or the securities regulators.


Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by CPK’s advisory persons after entering into an advisory agreement and provided CPK with all requested background and account information.


If you have any questions regarding our policies, please Contact Us [email protected].