Wealth Management | Non-Traditional Planning
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.
C&P Wealth Management can offer advice and solutions for non-traditional individuals and families. With the ever changing landscape of families and businesses, C&P Wealth Management can offer personalized strategies given your specific needs and wants.
- Non-traditional financial planning
- Estate planning
- Special needs planning
- Blended family’s
- Same-sex couples
- Charitable giving strategies
- Proper account ownership
- Trotten trusts
- Transfer on death agreements
- Gifting strategies
- Primary and contingent beneficiary planning
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.