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 LLC, a C&P Advisors Company, is a financial planning and investment advisory firm. We offer a full array of financial services, from consulting on specific financial planning issues such as retirement planning to total financial management services.
Our Cleveland wealth management firm also offer a variety of investment alternatives, generally centered on asset allocation models developed specifically for our clients. C&P Wealth Management has affiliations with a number of investment professionals that enable us to offer a full range of investment alternatives.
C&P Wealth Management can serve as a second opinion to evaluate your current financial situation.
For more information, contact us today. Or, you can connect with any of the individuals highlighted on this page.