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.Recent Accolades:
1 - Award is based on the following: branch managers’ achievement and leadership during the past year, their ability to identify, recruit, develop, retain and reward talented advisors as well as their dedication to the goal of providing superior client service.
2 - Award is based on assets under management.
3 - The rankings are based on assets under management, quality of the advisors’ practices, and revenue the advisors generate
for the firm.
4 - Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually.
5 - 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 complaint history review, fulfillment of firm review based on internal firm standards, and accepting new clients.