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Planning for your financial future can be overwhelming. If you’re unsure about your next steps or feel uncertain about your financial plan, it’s natural to worry about your long-term security. At CPC Wealth Management, we believe you should focus on living the good life, not stressing over finances.
Our experienced team of advisors offer personalized financial planning & wealth management for individuals and small businesses. Get to know us in person or virtually, and together, we’ll ensure you have long-term financial confidence while addressing your immediate needs. With a comprehensive approach to financial management, you’ll feel empowered to make smart decisions and pursue your goals, knowing your finances are in capable hands.
We primarily work with business owners and entrepreneurs, but also support a wide range of individuals and families with diverse financial goals.
Find out if we're a good fit. Set a time for a no pressure meeting to review your complete financial picture.
Implement the right financial plan and investment strategy, coordinating all aspects of your finances.
Achieve confidence with a finely-tuned financial strategy that builds wealth and manages risk.
We consider & balance every aspect of your financial life so you're covered from every angle.
We offer customized financial guidance and prioritize your needs.
We simplify & tailor your financial strategy to your unique lifestyle and goals.
*The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
**This statement is a testimonial by a client of the financial professional as of 12/19/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
***This statement is a testimonial by a client of the financial professional as of 12/23/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
****This statement is a testimonial by a client of the financial professional as of 9/05/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
*****This statement is a testimonial by a client of the financial professional as of 7/17/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
