CPK Wealth Management will work with you to fully understand your current situation, including the history of how you got to this point, your successes, failures and apprehensions as well as any interests you have for the future.
From there, we'll use our knowledge and experience to design and present low-risk, tax-efficient and low-cost solutions that will align precisely with and protect you and your family's immediate, long-term and legacy goals.We are committed to offering complete objectivity and unbiased advice. We are not exclusively affiliated with any firm nor do we have any proprietary products.
From there, we'll use our knowledge and experience to design and present low-risk, tax-efficient and low-cost solutions that will align precisely with and protect you and your family's immediate, long-term and legacy goals.We are committed to offering complete objectivity and unbiased advice. We are not exclusively affiliated with any firm nor do we have any proprietary products.
Services
Our mission is to build an online investment advisory platform that provides clearly-defined retirement solutions designed to reduce risks, costs, taxes and stress which ultimately leads to a better lifestyle for investors and their legacy.
Our vision is to be a simple, low-cost and efficient wealth management firm that elevates the quality and frequency of communication while utilizing investment solutions that investors relate to, understand and are comfortable using.
Our vision is to be a simple, low-cost and efficient wealth management firm that elevates the quality and frequency of communication while utilizing investment solutions that investors relate to, understand and are comfortable using.
Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Our collection of calculators is a great starting point if you have a question or concern about your personal finances.
Reviews (3)
Terese Whelan
Jun 08, 2019
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Karen Vaccari
Feb 02, 2019
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My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments.
Phyllis Eygabroad
Oct 14, 2018
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Since I have had CPK as my financial advisor, I have to say that they have met what I need for my retirement. They asked me where I wanted to be in the future financially & try to meet my expectations. They also asked me questions as to what I have for that retirement, like my will, living will, power of attorney, etc. I already had most of these needs, but there were a couple of questions asked of me that I had not thought of, so I am looking into those questions for the answers that I need. I would highly recommend this company for your financial investments.
