CPK Wealth Management LLC Reviews - Fort Myers - Trusted Business Reviews
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CPK Wealth Management LLC

Business Info

In recent years, the financial industry has been moving further away from the traditional large brokerage firms and closer to the Registered Investment Advisory world. With more focus being put on the fiduciary role of the advisor, large firms are being pushed to transform their business models to align with this new regulatory environment. However, Registered Investment Advisors have been held to these high standards from the beginning. Our founder Chad Kunc, started his career with a large bro kerage firm. After seeing first hand the disadvantages for both the clients and the advisors that came from being associated with such firms, he recognized the need to provide a transparent business solution to all clients and their advisors that embraces a culture of trust and unlimited opportunity for success. In doing so, he created CPK Wealth Management, LLC. The firm was built to offer clients of any size portfolio unbiased advice and solutions to their wealth management needs with clarity in every aspect of the process.   Read More

CPK Wealth Management LLC
Location

12381 South Cleveland Ave, Suite 102, Fort Myers, Florida, 33907, USA

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