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By combining strategic financial planning with wealth management, we help you make confident decisions today and build a stronger future tomorrow.
Connect your financial plan to both business growth and life goals.
Manage risk and preserve the value you've worked hard for.
Support business growth and personal wealth in one plan.
Many business owners & entrepreneurs face financial decisions that affect both their company and personal future. Here are some questions we often hear when those two worlds start to overlap:
A financial planner for business owners can help you bring clarity, structure, and long-term strategy to both your business and personal finances. When you have a clear plan, you can make decisions with greater confidence and direction.
At CPC Wealth Management, we specialize in helping business owners bring structure to both personal and business finances. We work with entrepreneurs every day and understand how deeply your financial decisions affect every part of your life.
Whether you are focused on growth, planning for a transition, or just trying to stay organized, we bring the experience and structure to help guide every step.
Your personalized plan then becomes the foundation for ongoing wealth management designed to protect and grow what you’ve achieved.
Your business and personal finances are deeply connected. These six areas form the foundation of a comprehensive financial plan, tailored to your role as an owner.
Balance your income with business distributions, reinvestment needs, and personal expenses.
Protect your assets with insurance strategies tailored to both personal and business risks.
Prepare for retirement or a business transition with a plan that supports your goals and safeguards your legacy.
Create a coordinated portfolio that aligns personal investments with your business growth and risk tolerance.
Secure your success and plan a smooth transition for both your wealth and your business.
Coordinate business and personal tax planning to reduce liabilities and keep more of what you earn.
A financial plan for business owners should be created with your full picture in mind. At CPC Wealth Management, we guide you through a step-by-step process that brings together your business goals, personal finances, and long-term vision
The result is a financial strategy that works as hard as you do, designed to grow, protect, and adapt as your needs evolve.
We offer comprehensive financial planning and wealth management tailored to business owners.
We anticipate challenges, review your plan regularly, and adjust it as your business and life evolve.
We specialize in financial planning for business owners and entrepreneurs navigating complex decisions.
Your financial life is one of a kind, and your plan is crafted to match it at every level.
We combine planning expertise with intuitive technology so you can stay focused and in control.
*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.
