Built to Support Your Family for Years to Come

As we move into the final quarter of the year, I want to share a few updates about our team and the work we are doing on your behalf. I firmly believe that strong leadership and the highest quality team are essential to ensuring we remain a firm built to support your family for years to come.

Growing Our Leadership Team

We are continuing to build out our leadership team. I am pleased to share that Geri Lanning and Josh Voisine have been promoted to Managing Directors and Nick Hughes has been promoted to Vice President of Development. They have played an important role for our clients and team, and the new roles reflect the leadership they already demonstrate every day.

I am also pleased to welcome De’shawn Owens as Vice President of Compliance, overseeing our risk management efforts. As a fiduciary, we hold ourselves to the highest standards in how we manage your assets and protect your information. De’shawn brings dedicated leadership to this important responsibility.

Thoughtful Use of Technology

I am often asked how CPC is using artificial intelligence (AI). We are thoughtfully incorporating AI to streamline our administrative, operational, and financial processes while strengthening risk management and deepening our planning and research. Nearly two years in, what excites me most is that by reducing back-office work, our team can spend more time with you addressing your unique objectives.

Planning Ahead for Year End

As always, our team spends a considerable amount of time during fourth quarter working on ways to potentially reduce your tax liability. Charitable giving strategies, Roth conversion opportunities, tax loss harvesting, and maximizing retirement contributions. We welcome the opportunity to collaborate with your tax professional to ensure every strategy is coordinated and tailored to your circumstances.

Every update in this letter points back to one purpose: being a great partner to you and your family. Thank you for the trust you place in us. I hope you all have a wonderful fall season.

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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through CPC Advisors, LLC. CPC Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. CFP® | Certified Financial Planner™ - Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements. The Forbes America’s Top Next-Gen Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. The information contained in this newsletter 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 CPC Advisors 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, including diversification and asset allocation. Past performance does not guarantee future results. Future investment performance cannot be guaranteed; investment yields will fluctuate with market conditions. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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