About CPK WEALTH MANAGEMENT LLC
CPK WEALTH MANAGEMENT LLC is a reputable financial advisor that is committed to helping clients achieve their financial goals. With years of experience and in-depth knowledge of the market, CPK WEALTH MANAGEMENT LLC offers expert financial planning and guidance to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Provides tailored financial plans and strategies
- Offers investment management services
- Assists with retirement planning
- Helps with tax planning and preparation
- Provides comprehensive financial education
Facts and Insights
CPK WEALTH MANAGEMENT LLC has a team of highly experienced and qualified advisors who specialize in different areas of financial planning and management. They leverage their expertise to provide clients with personalized solutions that cater to their unique financial needs and objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
Client Types
CPK WEALTH MANAGEMENT LLC works with a diverse set of clients, including individuals, families, small businesses, and corporations. They understand that each client’s financial goals and situation are unique, and they tailor their services accordingly.
Fees & Compensation
CPK WEALTH MANAGEMENT LLC’s fees and compensation structure are transparent and aligned with their clients’ best interests. They offer fee-based financial advisory services, where clients pay a percentage of their assets under management as their advisor fee. This means that their earnings are directly linked to their clients’ portfolio performance, incentivizing them to make the best decisions for their clients’ financial success.
Background
CPK WEALTH MANAGEMENT LLC was founded by financial experts with years of experience in the industry. They have a proven track record of helping clients improve their financial well-being and reaching their long-term financial goals. The team at CPK WEALTH MANAGEMENT LLC stays updated with the latest market trends, laws, and regulations to provide clients with the best possible service.
Financial Advisor Disclosures to Know
- CPK WEALTH MANAGEMENT LLC is a Registered Investment Advisor, and its advisors are also registered representatives of a broker-dealer. This means that they are bound by fiduciary duty to act in the best interest of their clients.
- Some of the advisors at CPK WEALTH MANAGEMENT LLC may earn commissions from the sale of securities or insurance products to clients. However, they always disclose any potential conflicts of interest to their clients.
- CPK WEALTH MANAGEMENT LLC has a clean record with regulatory and legal authorities, with no disciplinary actions or sanctions.