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Provide security and comfort for you and your employees.
Medical and retirement solutions.
Benefit from group pricing.
Offer superior benefits.
It can be challenging to find the right benefits for you and your employees. Are you:
Small business owners have enough to manage; finding the right employee benefits shouldn’t be another worry. At CPC Wealth Management, we work with small businesses in and around Westchester County, NY to handle all aspects of your retirement and medical benefits.
We can also advise on other aspects of your business’s finances, such as payroll and liability insurance, working with our network of local professionals to find the best solutions. Simplify your approach through a single point of contact, ensuring all your financial needs are met efficiently and effectively.
You’ll partner with an advisor to tailor benefit packages that meet the needs of you and your employees. Whether you’re a small owner-operated business or a larger business with dozens of employees, your advisor will offer ongoing support to find and manage the solutions you need to retain talent & keep your business thriving.
*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.
Schedule a meeting to discuss your business's needs.
We create and implement customized retirement and health insurance plans.
Continuous assistance, including onboarding new employees, to ensure your plans remain effective.
Tailored plans that fit your unique business needs.
Reliable assistance every step of the way.
Professional advice to navigate complex benefit options.
While these solutions focus on your team, many owners also want clarity on their own financial direction. At CPC Wealth Management, we specialize in wealth management for business owners so you can develop a plan that supports both your business and your life.
Your advisor will help provide a 360 view into your business’ finances, ensuring you take advantage of all of the right strategies.
For example, did you know that business owners can potentially save on taxes and support their children by adding them to the payroll? The child must be a legitimate employee, performing actual work, and earning a reasonable salary.
This strategy is one of many ways your advisor can help enhance your financial management in addition to handling your employee benefits.
