Check the background of this investment professional :
Our experienced investment advisors offer done-for-you investing & portfolio management to keep your investments aligned with your financial plan.
Tailored to your financial goals.
Personalized recommendations.
Real-time dashboard access.
Fine-tune & monitor your portfolio.
At CPC Wealth Management, we understand that your investments are a critical part of your larger financial plan. We’ll start by defining your investment goals and risk tolerance. Then, you’ll work with an investment advisor to build a diversified portfolio* that includes traditional brokerage accounts and qualified accounts for retirement and college savings. Your advisor handles it all from account setup to ongoing management of your investments.
Each investment decision is coordinated with your retirement and tax planning to ensure every move aligns with your overall financial strategy. With our simple client dashboard and a close personal relationship with your advisor, you’ll always have a clear picture of how your money is working for you.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
CPC Wealth Management provides everything you need for investing, from account setup to ongoing management, through our relationship with LPL Financial. Our team of experienced, independent advisors offer personalized advice to help you implement and fine-tune your investment strategy. Your advisor will continuously shape your portfolio so that you can focus on living your life confidently.
After creating your financial plan, work closely with our advisors to select the right investments and ensure proper diversification. Our experts help you make informed decisions tailored to your goals.
We handle the setup and management of your investment accounts, providing a done-for-you investing experience. From traditional brokerage accounts to retirement and college savings plans, your advisor handles it all.
Your investments are continuously coordinated with your financial plan. You also have access to our user-friendly client dashboard, offering real-time insights and easy management of your portfolio.
*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 12/19/2025. 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 1/10/2026. 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 12/12/2025. 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.
Personalized advice and comprehensive portfolio management.
Recommendations without ties to specific financial products.
Continuous management and adjustment of your investments.
Easy access to your financial details anytime.
We'll leverage AI as a tool, not a replacement for personalized recommendations.
