We always maintain the position as your advocate.
Being independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies
Specialists in the unique needs of families, private business owners, entrepreneurs and professionals, the advisors at CPFG strive to provide simple solutions to complex problems.
All of our advisors are independent business owners, and strategically partner with our firm to elevate the level of advice they give to you, their clients.
With bespoke wealth strategies for your situation, CP Wealth advisors provide you with the insight and continuity to reach successful, long-term outcomes.
Providing a comprehensive benefits plan to employees is a vital component of an employer’s overall compensation package. Our benefits consultants assist both private and public companies design benefits plans that meet their clients’ needs.