CPR Wealth Advisors

At CPR Wealth Advisors, our mission is to provide exemplary financial services to our clients, empowering them to make informed decisions about their wealth and securing their financial futures. With over 25 years of experience, we have built a reputation for trust, integrity, and sound investment advice. Our team of dedicated professionals is committed to delivering personalized solutions tailored to each client's unique needs and goals.

Our Services

We offer a comprehensive range of financial services, including retirement planning, investment management, insurance, and estate planning. Our team of experts takes a holistic approach to wealth management, considering every aspect of our clients' financial situations to create customized plans that help them achieve their objectives. Whether you're preparing for retirement, seeking to grow your wealth, or seeking guidance on investment strategies, we are dedicated to providing expert guidance and support.

Retirement Roadmap

Our unique retirement planning process is designed to guide our clients as they prepare for and transition into retirement. We understand that each stage of life presents new challenges and opportunities, and our experienced advisors work closely with clients to create personalized retirement plans that address their specific needs and goals. From retirement income strategies to estate planning, we help our clients navigate the complexities of retirement and achieve the financial security they deserve.

Education and Resources

At CPR Wealth Advisors, we believe that education is key to making informed financial decisions. That's why we offer a range of educational resources, including articles, calculators, and videos, to help our clients stay informed and up-to-date on the latest financial topics. Our team is committed to empowering our clients with the knowledge and tools they need to take control of their financial futures.

About Our Firm

CPR Wealth Advisors is an independent financial advisory firm dedicated to providing exemplary services to our clients. Our team of experienced professionals is committed to building long-term relationships based on trust, integrity, and sound investment advice. We are proud to be affiliated with LPL Financial, a leading independent broker-dealer, and NewEdge Advisors, LLC, a registered investment adviser.