Wealth Management | Business & Individual Retirement Plans

We serve select business owners, executives, and high net worth families.  Our team will assist you in defining your financial goals; developing a plan to help attain these goals; assist in implementing the plan; and monitor your progress over time.  We understand that this is an ongoing process, and not a quick analysis with instant solutions.  Our approach is to take a long term perspective and treat it as an ongoing process.

Let us simplify your retirement plan so you'll have more time to run your business. Whether you're self-employed or employ others, we have a plan to fit your needs and small business specialists to provide you with exceptional service.  C&P Wealth Management is able to offer various types of retirement plans from multiple vendors for individuals to small and large companies.  We can advise on the selection, implementation, and on-going service of plans.

• 401(k)
• Safe-Harbor 401(k)
• 403(b)
• SIMPLE IRA
• SEP IRA
• Solo (k)
• Deferred compensation
• Defined benefit plans
• 457 Plans
• Cash balance plans
• Money purchase plans
• Target benefit plans
• Stock bonus plans
• 412(i) Plans

For more information, contact us today. Or, you can connect with any of the individuals highlighted on this page.

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc.