Wealth Management for Business Owners and Professionals
We understand how frustrating it can feel to carry the responsibility of managing, growing and protecting your wealth and coordinating multiple advisors, many of whom have competing interests.
You need to focus on what you do best – building your business.
You need someone by your side who understands your goals and has the financial knowledge and experience to guide you to make sure it is done right.
We provide a full-service approach to wealth planning and management that goes beyond just investments to reflect all areas of your personal life and business.
Your Family’s CFO
Take yourself out of the advisor coordination role and let us act as the “CFO of your wealth.”
Personalized Plan
We get to know you and understand your goals to develop the right plan for you.
Independent Advice
An independent, trusted advisor to take care of your financial present and protect your future.
With your family’s specific goals in mind, we work together to create a wealth management blueprint and manage the plan along the way to meet your financial goals.
CK Wealth Management was created to provide the kind of personalized wealth management experience typically only offered to ultra-high net worth clients.
Full-service wealth management and investment services
As an independent advisor, we work with our clients across a number of areas.
Imagine how it would feel to have someone who understands your entire financial picture and connects all the dots so you don’t have to.
The CK Wealth Management Process
Our process provides a step-by-step approach to creating financial clarity and confidence.
Discovery
We meet with you to understand your personal and financial situation and future goals.
Wealth Management Blueprint
We work with you and your advisors to create an all-encompassing plan that will become the blueprint for meeting your goals.
Manage the Plan
We execute the plan, stay in regular communication throughout the year, and meet annually to review your overall plan.