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CPK Wealth Management
CPK Wealth Management works with clients to fully understand their current situation and design low-risk, tax-efficient and low-cost solutions aligned with...
Overview
CPK Wealth Management works with clients to fully understand their current situation and design low-risk, tax-efficient and low-cost solutions aligned with immediate, long-term and legacy goals. The firm offers complete objectivity and unbiased advice, is not exclusively affiliated with any firm, and has no proprietary products. Investment solutions are constructed with the intent to outperform during specific market environments and can increase to 100% cash when signaled by market indicators.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Fort Myers
Principals
Chad Kunc
Owner & Founder
Frequently asked questions
What investment stages or asset classes does CPK Wealth Management target?
No asset-class mandate, stage preference, or sector focus has been publicly disclosed. The office's investment allocation — whether weighted toward public markets, private equity, real assets, or fixed income — is not documented in any regulatory filing, media report, or industry database as of mid-2026.
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