A complete list of active advisors currently associated with CPK Wealth Management LLC

Warmer can help you find a great advisor at CPK Wealth Management LLC or one who fits your needs even better.

CPK Wealth Management LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates and sponsored retirement plans. In addition to typical individual portfolio management, the firm also serves corporate or business clients and manages pension and profit‑sharing plans, overseeing roughly $70 million in client assets across about 64 relationships. The firm delivers mostly discretionary, customized portfolio management that combines a relative‑strength process to identify dominant asset classes and styles with both fundamental and technical analysis. Client portfolios typically include low‑cost mutual funds, ETFs, individual stocks and bonds and are managed with a long‑term orientation while allowing for tactical reallocations, cash positions as hedges, and occasional use of leveraged or inverse funds when deemed appropriate. What distinguishes this firm from many peers is its explicit retirement plan and pension consulting work—services such as participant enrollment and education tracking, IPS design, ongoing plan benchmarking and investment recommendations while acting in an ERISA fiduciary capacity. The firm maintains an institutional custodial relationship for operational support and discloses that its personnel are licensed to offer insurance products for separate commission compensation, a potential conflict noted in its disclosures.

To learn more about the advisors currently working at CPK Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.