Cleveland, Ohio CPA and Business Advisors
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Ciuni & Panichi has over 40 years of quality service.
Wealth-Management

Wealth Management | Traditional Investments

 

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 a wide variety of investment solutions depending on your financial goals, time horizons, risk tolerance, and tax profile.  C&P Wealth Management can customize your unique financial profile to fit your needs.  C&P Wealth Management has no proprietary products and offers products from a variety of firms with no conflict of interest.

  • Common stocks
  • Preferred stocks
  • Convertibles
  • Corporate bonds
  • Municipal bonds
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • Mutual funds
  • Closed-end mutual funds
  • Publicly Traded Real Estate Investment Trusts (REITs)
  • Fixed annuities
  • Variable annuities
  • Immediate annuities
  • Brokered Certificates of Deposit (CDs)
  • Separately managed accounts
  • Professionally managed accounts
  • I Bonds
  • Treasury Inflation Linked Securities (TIPS)
  • Floating rate notes
  • Government agency bonds
  • Commercial paper
  • American Depository Receipts (ADRs)

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.