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Coordinate your finances with an all-encompassing approach.
Our mission at CPC Wealth Management is to provide a seamless, coordinated approach to your financial planning and management.
Your financial decisions are interconnected. Each choice you make impacts other aspects of your financial life. At CPC Wealth Management, we believe that you deserve a clear picture of your finances and personalized advice from an advisor who knows you.
Located in Elmsford, NY, CPC Wealth Management is a team of Certified Financial Planners & Wealth Management Professionals that deliver tailored financial solutions to manage & grow your wealth.
Together, we’ll create and execute a financial plan with the objective of long-term financial confidence while never losing sight of your evolving short-term needs.
Our clients are individuals and small businesses in Westchester and the surrounding area who want a refreshingly clear financial experience.
Our Certified Financial Planners help you create a comprehensive plan to coordinate all of your finances, ensuring a clear and cohesive strategy.
As independent advisors, we recommend the best financial solutions to implement your plan, offering personalized advice without ties to any financial institution's solutions.
We setup your accounts, execute the purchases and sales of investments and insurance, manage your accounts, and monitor market conditions to keep your investments aligned with your financial plan.
Coordinate your income and expenses with your investments, risk management, retirement, taxes, and estate planning.
Plans fail without the right strategy to execute them. After you create your financial plan, your advisor can work with you to implement it. That begins by selecting the best solutions.
As independent advisors, we’ll make recommendations about specific investments, insurance policies, and other solutions you need.
Our wealth management services involve executing your financial plan by setting up your brokerage accounts, buying and selling investments on your behalf, managing your accounts, and keeping your portfolio aligned with market conditions. Through our affiliation with LPL Financial, we provide access to the financial infrastructure you need with the personalized service that you want.
At CPC Wealth Management, our team-based approach ensures you benefit from the collective expertise of multiple advisors, while maintaining a single point of contact for personalized service. This means you get comprehensive financial advice from our entire team, with the convenience and simplicity of one dedicated advisor who knows your situation inside and out.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
