Celebrating 40 Years
  • Barrons - 2010
  • Financial Times TOP 400 - 2013
  • Five Star - 2013 & 2015
  • On Wall Street 2008 & 2011
  • Registered Rep. Top 100 - 2009 & 2012
CONSOLIDATED PLANNING CORPORATION

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.