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Expect More. More Service. More Results. More Value. |
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Wealth ManagementMany people know where they want to be financially but do not have an effective plan in place to help them meet these goals. At C&P Wealth Management*, we help you achieve your financial goals with comprehensive planning and management. We offer a full array of financial services, from consulting on specific financial planning issues such as retirement planning, to total financial management services. We can help you evaluate investment alternatives, generally centered on asset allocation models designed specifically for you. We consult on specific financial planning issues such as:
Our retirement planning services include:
By carefully assessing your present situation, we recommend a course of action and then provide you with the information you need to make informed decisions. Because tax codes and finances frequently change, we carefully monitor and update your plan as needed to help ensure that you stay on track and are able to meet your financial goals. The highly trained financial advisory staff at C&P Wealth Management* is supported by our affiliations with other professionals including, investment managers, attorneys and insurance agents, to ensure that you have a wide variety of financial options. For more information, contact Jim Komos** at 216.831.7171 or email. *Securities offered through 1st Global Capital Corp., member FINRA, SIPC. Investment advisory services offered through C&P Wealth Management LLC. C&P Wealth Management LLC and 1st Global Capital Corp. are unaffiliated entities. **We currently have individuals licensed to offer securities in the state of Ohio. This is not an offer to sell securities in any other state or jurisdiction. |
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C&P Advisors, LLC |
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