CPC Wealth Management

CPC Wealth Management is a Wealth Management firm in Eastchester, NY, located at 45 Knollwood Rd # 101. The firm provides tailored financial planning and wealth management services for individuals, families, and small businesses throughout Westchester and the surrounding area. The team primarily works with business owners and entrepreneurs, helping them simplify personal and business finances through integrated planning that addresses cash flow, retirement plans, and exit strategies. They also support executives with equity compensation and complex tax planning, physicians and dentists with debt reduction and income protection, athletes and entertainers with irregular income management, and wealthy families with generational wealth preservation. Additionally, the advisors assist clients navigating retirement, divorce, or the loss of a loved one. The firm holds a rating of 5.00 based on customer reviews.

The practice is led by a team of Certified Financial Planners and Wealth Management Professionals, including Christopher Calabro, Pasquale Palumbo, Albert Codino, Lynn Braban, Paul Goodfellow, Robert Naclerio, and James Cirocco, supported by Client Service Managers Taylor Miano and Iris Bakker. As independent advisors, the team coordinates income, expenses, investments, risk management, retirement, taxes, and estate planning into a single cohesive strategy. They execute financial plans by setting up brokerage accounts, managing investments, and monitoring market conditions to keep portfolios aligned with client goals. The firm operates through an affiliation with LPL Financial, providing access to necessary financial infrastructure while maintaining a team-based approach where clients benefit from collective expertise with a single point of contact.

Clients have highlighted the advisors' accessibility, knowledge, and commitment to their best interests, with some relationships spanning over two decades. The team emphasizes an old-school work ethic and provides calm, clear guidance through life’s turning points, helping clients feel supported and secure as they move into the next chapter of their financial lives.

CPC Wealth Management is recognized by clients for its high rating and dedication to comprehensive financial planning.

By combining certified expertise with a personalized, independent advisory model, CPC Wealth Management delivers the clear financial guidance that Westchester residents rely on for long-term security.

CPC Wealth Management is located on Knollwood Road in Eastchester, New York, about a tenth of a mile from Leewood Park. The office is also situated near Lake Ida and the Bronx River Parkway, both approximately two tenths of a mile away.

BizScoreAI awards the firm a Content Quality score of 100 out of 100. This excellent rating means the website clearly describes its services and answers customer questions, allowing AI assistants to quote the content directly. The firm also receives a Technical score of 93 out of 100. This excellent result shows the website is secure and structured correctly so search engines can read it without errors.