Check the background of this investment professional :
Client Login

Estate Planning in Westchester NY

Ensure Your
Legacy is Protected

Protect your assets, your family, and your wishes even after you’re gone.

Consult an Advisor
Forbes best in state next gen wealth advisors banner

Personalized Planning

Tailored to your unique needs.

Qualified Coordination

Integrated with your financial plan. 

Simplified Process

Easy access to information and support.

Are you thinking about planning your estate?

Navigating the complexities of estate planning can be overwhelming. Without the right guidance, you might struggle with:
  • Creating a will or trust?
  • Preserving your wealth for your family?
  • Minimizing estate taxes and legal fees?
  • Protecting your assets?

Coordinating your estate planning with your overall financial strategy ensures comprehensive protection and peace of mind, no matter what the future holds.

How Our Estate Planning Services Help

At CPC Wealth Management, we integrate estate planning into your broader financial strategy. Our advisors work closely with you to assess your needs and coordinate with trusted legal professionals to create a comprehensive estate plan. While we do not provide these legal services directly, we ensure everything is seamlessly integrated into your financial plan.

Consult an Advisor
What Justin Anthony Sanchez says about working with CPC Wealth Management**

"I am so grateful to have been introduced and working with CPC Wealth Management for some time now. Everyone is so nice and knowledgeable. Makes you feel way more comfortable and excited for your future when you have professionals that not only know what they are talking about, but stay active in your account a lot. The staff is incredible. Chris Calabro, Pasquale Palumbo, and Taylor Miano are just so accommodating and incredible. Thank you guys for everything and look forward to the future. Would definitely recommend to everyone.."

What Lizette Sinhart says about working with Pasquale Palumbo, Wealth Advisor***

"Pasquale Palumbo has been my financial advisor for over a year. At first my husband was hesitant on hiring an advisor but he quickly came to realize it was much needed ! Pasquale is insanely good at what he does, he is also kind hearted and is ways available to answer any questions we might have . I highly recommend CPCs SERVICES !"

What Bridget King says about working with Chris and Pasquale, Wealth Advisors****

"Working with Chris and Pasquale has given me greater clarity and peace of mind around my finances, and I would highly recommend CPC Wealth Management to anyone looking for a trusted, professional financial planning team."

Read more testimonials

*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.

Complete Estate Planning Solutions

CPC Wealth Management offers our financial planning clients a range of estate planning solutions to meet your needs. As part of your financial plan, we’ll help identify what you need to plan your estate. Then, we’ll help you find the right legal professionals to memorialize your wishes.

Wills and Trusts: Secure Your Legacy*

  • Last Will and Testament: Outline how your assets will be distributed after your death.
  • Living Trust: Manage your assets during your lifetime and specify their distribution.
  • Testamentary Trust: Established through your will, activated upon your death.

*LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial. 

Powers of Attorney and Healthcare Directives: Protect Your Interests

  • Durable Power of Attorney: Appoint someone to manage your financial affairs if you become incapacitated.
  • Healthcare Power of Attorney: Designate someone to make medical decisions on your behalf.
  • Living Will: Specify your healthcare wishes if you become unable to communicate.

Estate Tax Planning: Minimize Tax Liabilities

  • Gifting Strategies: Reduce your taxable estate through strategic gifts.
  • Charitable Trusts: Support charitable causes while receiving tax benefits.
  • Generation-Skipping Trusts: Transfer assets to grandchildren, bypassing immediate children to reduce estate taxes.

Probate and Trust Administration: Streamline the Process

  • Probate Coordination: Assist with the legal process of administering your estate.
  • Trust Administration: Ensure your trusts are managed according to your wishes.

Integrated Estate and Financial Planning

Our estate planning services are integrated into your financial planning to provide a comprehensive strategy.

As you live life and make changes to your financial plan, we’ll review and adjust your estate plan to ensure it aligns with your overall strategy.

The CPC Wealth Management Promise  

Your estate planning advisor will offer:
Custom Estate Planning Coordination 

Personalized advice and comprehensive coordination of your estate plan.

Professional, Independent Advice

Recommendations without ties to specific legal services.

Ongoing Support and Monitoring

Continuous review and adjustment of your estate plan.

User-Friendly Technology

Easy access to your estate plan details anytime.

Are you ready to secure your legacy?

Consult an Advisor
(914) 461-4993
Consult an Advisor
Broker Check