CBK Wealth: Discover Our Financial and Retirement Services

Services

What We Do

At CBK Wealth, we blend decades of financial wisdom with cutting-edge AI and technology to manage your money and safeguard your financial well-being. Understanding the critical concern of outliving your assets, we are committed to providing strategic solutions that ensure your financial security today and for generations to come.

Wealth Management

CBK Wealth merges traditional values with modern technology in wealth management, focusing on preserving and growing your wealth. Through regular, tech-enabled review meetings, we ensure your financial strategies adapt to your evolving needs. Our clients receive personalized plans, meticulous organization, and advanced tools for comprehensive asset management, setting the foundation for a prosperous financial future across multiple generations.

Insurance Planning

Navigating uncertainties requires more than just foresight; it demands a technology-enhanced approach to insurance planning. At CBK Wealth, we utilize advanced analytics to identify risks and tailor insurance solutions that protect you and your loved ones from unforeseen events. Discussing sensitive topics like disability, life, and long-term care insurance, we establish a plan that brings peace of mind, knowing your family’s security is our priority.

Educational Funding

Getting your kids to and through college is not easy. CBK Wealth can help you financially prepare for that. From establishing 529 plans or custodial accounts to completing the FAFSA, we are here to help!

Tax Planning

Integrating tax efficiency with financial planning, CBK Wealth leverages sophisticated technology to optimize your financial landscape. Our approach includes strategic timing of income and investments, ensuring that every financial move is tax-advantageous. This comprehensive view not only enhances your immediate financial planning but also secures your legacy for future generations.

Retirement Planning

Whether you're starting to plan for retirement or are already retired, CBK Wealth’s retirement planning services blend years of expertise with innovative technology to tailor strategies that meet your financial goals and prepare for potential risks. Our commitment extends beyond individual planning to ensuring that your financial stability supports you and your family through retirement.

Estate Planning

Estate planning involves determining how an individual’s assets will be preserved, managed and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated.

Do you have a will? Have you set up trusts? Making charitable donations to limit estate taxes? Have you named an executor and your beneficiaries? Are funeral arrangements established? These are just a few of the key points CBK Wealth can guide you on.

Knowing you have a properly prepared plan in place – one that contains your instructions and will protect your family – provides you and your family peace of mind. Estate planning is one of the most thoughtful and considerate things you can do for your loved ones.

Tax planning services offered by CBK Wealth. Tax planning services offered separately from Cetera Wealth Services which does not provide tax or legal advice.

Financial Focus with AdviceWorks Platform

Get complimentary AdviceWorks access on us to see a holistic view of your finances. Keep track of your financial goals and your progress toward them. AdviceWorks allows you to quickly view all your financial accounts in one place, share important information, and measure your progress in real time – all from a single log in. Contact our office to enroll today.

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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.

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Our Approach

Identify your investment needs and understand which options may be best suited for your unique situation, your goals, your timeframe and your risk tolerance.

Our Approach

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

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number^®. It's fast, free and displays your number instantly.

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