Investment Management in Westchester NY

Invest With Confidence

Our experienced investment advisors offer done-for-you investing & portfolio management to keep your investments aligned with your financial plan.

Personalized Advice

Tailored to your financial goals.

Independent Advisors

Personalized recommendations.

User-Friendly Tools

Real-time dashboard access.

Simplified Process

Fine-tune & monitor your portfolio.

Is your investment strategy aligned with your financial plan?

Handling all aspects of investing can be challenging. Are you looking for a more balanced strategy to help you:

Select the right investments?
Understand your investments?
Manage and respond to market volatility?
Hedge your investments from downside risk?
Understand the tax implications of your investment decisions?

Working with an advisor to coordinate your investments with your complete financial plan helps to prevent the unexpected while building wealth for the future.

How Our Investment Management Services Help

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.

Complete Investment Management Solutions

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.

Traditional Investments

Invest in individual companies and fixed income.

Diversified portfolios traded on stock exchanges.

Pooled investments managed by professionals.

Long-term investments providing regular payouts.

Low-risk, short-term investment vehicles.

Custom financial instruments for specific goals.

Qualified Investment Accounts (Tax Benefits)

Save for retirement with tax advantages.

Employer-sponsored retirement savings plans that offer a defined contribution by your employer.

Employer-sponsored retirement plans that offer a structured benefit.

Retirement saving plans for small business owners.

Tax-advantaged savings for education expenses.

How It Works

Managing Your Portfolio

Coordinate With an Investment Advisor

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.

Open and Manage Your Accounts

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.

Monitor and Adjust Investments

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.

Investment Strategies to Maximize Your Wealth

Your investment advisor will maximize your long-term wealth while minimizing your taxes and downside risk. Here are a few of the advanced investment strategies that we might recommend.

Structured Products

These financial instruments combine different products, like stocks and options, to meet specific investor needs. They can be used to enhance returns and reduce or eliminate downside risk. Structured products are ideal for achieving particular investment objectives that can’t be met by standard financial instruments.

Retirement Strategies

Mega Backdoor Roth IRA: Maximize your retirement savings through a 401(k).
Required Minimum Distributions (RMD) Management: Optimize your tax liabilities.
Qualified Longevity Annuity Contract (QLAC): Enhance retirement income by deferring part of your RMD.
Pension Maximization Strategy: Optimize pension benefits for greater financial security.

You Deserve A Clear Picture of your Investments

An intuitive client dashboard (see image) provides real-time insights into your investment portfolio, as well as your overall financial picture.

The CPC Wealth Management Promise

Your investment advisor will offer:

Professional Investment Management

Personalized advice and comprehensive portfolio management.

Customized, Independent Advice

Recommendations without ties to specific financial products.

Ongoing Support and Monitoring

Continuous management and adjustment of your investments.

User-Friendly Technology

Easy access to your financial details anytime.

Data Driven Decisions

We'll leverage AI as a tool, not a replacement for personalized recommendations.