Our Services

Knowledgeable Guidance Through the Crossroads of Wealth Management

As financial planners with recognition in our industry and commitment to the clients we serve, we emphasize a highly personalized and comprehensive approach to help you make the most of your investments. We not only take into account how your investments can be used to enhance the lives for you and your family today, but also how they can enhance your future and your future generations.


Client-First Culture

Recognizing that no two clients are alike, we take the time to listen — and to understand — your particular circumstances, goals, and aspirations. Our comprehensive and personal approach is designed to first create a plan that achieves your near-term and long-term goals, then to monitor that plan, especially in light of any unique crossroads you may face.



Collectively, our professional staff consists of a team of individuals that have furthered their financial knowledge by attaining industry designations. When you partner with CPC, you partner with our entire team and our expertise. We are held accountable by these esteemed designations with requirements for continuing education and attending professional development conferences. Therefore, you can have confidence you are receiving thoughtful, objective and relevant advice.



Established in 1975, our firm has over 40 years of award-winning service. Our success is based on offering a client experience that is unmatched in terms of professional expertise, value-added research and service, communication, education and integrity. As your trusted partner, we are committed to stay with you in your journey, helping you enjoy the path you travel today and providing more confidence in the paths that will follow.

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