You'll come to many crossroads in life.
We have an entire team of professionals
to help guide you.
Amassing wealth is no easy task. Neither is managing it. You’ll face many crossroads where important decisions must be made. When they come, you need a trusted partner by your side to give you careful, objective advice based on experience and expertise.
With CPC as your wealth-management partner, you’ll have an entire team at your disposal that can help you make those choices with confidence. We’ll also help you plan, design and implement an investment strategy based on your unique goals and other crossroads you’ll face in the future. Finally, when it comes to service, we’re committed to delivering a level of care reflective of the high level of success you’ve achieved.
We welcome the opportunity to help you through the crossroads of wealth management, to help add more enjoyment to the path you travel today and more confidence in those who will follow in the future.
We are committed to staying on top of
industry best practices and market conditions.
Therefore, we are ready for your
unique crossroads as soon as they arise.
CONFERENCE CALL RECORDING*
Quarter 3 Update
with Blake Flood, CFP®
CONFERENCE CALL RECORDING*
Steps to Protect Your Digital LIfe
with Adele Gipson, CFA, CFP®, CPA and special guest speaker Todd Ferguson, VP, Information and Security, Raymond James and Associates
JUNE 22, 2016
QUARTER 2 2016 VIDEO COMMENTARY
How the Federal Reserve
Influences Your Daily Life
with Michael J. McCool CFP®, CIMA®
Achieving your short-term and long-term goals requires far more than just managing investments.
Working With Us
* The information contained in this conference call does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the speaker and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance does not guarantee future results. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
Raymond James is not affiliated with and does not endorse the opinions of any inbound callers or guest speakers.
Barron’s recognition is based on quality of practice, philanthropic work, assets under management, revenue produced for the firm, and regulatory record. Compiled by industry researcher R.J. Shook of the Winner’s Circle Organization. Financial Times ranking is based on $150 million or more assets under management, asset growth, years of experience, industry certification, FINRA compliance record and online accessibility. The Five Star Wealth Manager award is bestowed by an independent third party organization not affiliated with Raymond James. Award based on advisor being credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or a licensed attorney, actively employed in the financial services industry for five years, favorable regulatory and compliant history review, fulfillment of firm review based on internal firm standards, and accepting new clients. Forbes' Top 200 Wealth Advisors' ranking based on a minimum of seven years experience and a quantitative and qualitative algorithm designed by SHOOK Research weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices. This award is bestowed by an independent third party organization not affiliated with Raymond James.
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