Schedule a Quick Call

Have questions? Request a quick phone call with a CPK Wealth Advisor.

We're happy to get you the answers you need or point you in the right direction.

No cost. No obligation. No pressure.

Client Centered

At this discovery meeting, we can discuss your unique situation and identify your dreams and goals. You will also have the opportunity to ask us questions about financial planning, retirement planning, investments, insurance, estates, and our unique approach to wealth management.

We view our clients as family. Relationships that encourage open and honest communication have been the cornerstone of our foundation for success. These meetings are the first step in creating trust and building this type of long-lasting relationship. We look forward to meeting you!

Chad Kunc, Owner & Founder

Chad Kunc, Owner & Founder

CPK Wealth Management, LLC
12381 South Cleveland Avenue Ste 102
Fort Myers, FL 33907

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