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555 5th Avenue, Suite 900, New York, NY 10017

(212) 447-0700
cbuchman@ceteranetworks.com
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Risk Management Approach

Practical Approach

We thrive on creating an open and trusting relationship that deepens over time.

It is important that our clients feel comfortable expressing their thoughts and concerns. We guide and direct our clients with their financial decisions only after we fully understand their personal story.

We believe it is through asking a lot of questions and listening to our clients that helps them reach their "aha" moment!

Questions may include:

  • How were you raised to think about money?
  • What kind of emotions do you associate with your money?
  • What are your biggest concerns about your finances?
  • What are your passions? What gets you excited?
  • What do you want to achieve and how close are you to achieving it?

Some of the most important questions we ask have little to do with money. The emotions and values expressed in your responses help us piece together your money story. It's a process that may surprise you!

As our relationship develops, we can truly help you pursue a practical approach to your finances.

Guidance Now And Tomorrow

Each life stage has unique financial needs. We’re here to help with all your current and future goals.

Starting Out

Starting Out

Growing Wealth

Growing Wealth

Nearing Retirement

Nearing Retirement

Living In Retirement

Living In Retirement

Practical Risk Management Techniques

Practical Risk Management Techniques

Through practical risk management techniques, we help you protect for life's unforeseen risks.

What happens if …

  • You are disabled and can’t work.
  • You lose your job.
  • A sudden death of the main breadwinner.
  • A serious illness.
  • A bad investment decision.
  • Your business partner can not work or suddenly passes away.
  • You want to retire but you can’t.
  • Your children get sick.
  • A family member needs long-term care. 

Our Services

How can you predict future income streams? Generate a clear picture of your financial situation, clarify your retirement goals and create a lifelong plan with our advisors.

Explore Services

Spanish Speaking North America

CBK Wealth specializes in guiding Spanish-speaking clients in the U.S. Our in-house expert, Roberto Krutiansky, is ready to offer unique insight.

Learn more

About CBK Wealth

Members of our team offer personalized approaches to developing your financial strategy. Read our stories, meet with us and find the right fit for you.

Meet The Team