Services

The CPS team holds true to the premise upon which we were founded. We boast exceptional personal attention, delivering individually-tailored financial solutions and professional services that consistently exceed our clients' expectations.

Our diverse financial background allows us to develop comprehensive financial plans that other investment firms can’t. Combined with our extensive experience and dedication to personal service, we truly are the only financial advisor your family will ever need.

  • As Certified Public Accountants and Personal Finance Specialists, we adhere to a strict code of professional ethics that surpasses the industry standards of traditional financial institutions.
  • As a Registered Investment Advisory firm, by law, we are held to the highest fiduciary standard and we are regulated by the U.S. Securities and Exchange Commission adhering to strict compliance issues.
  • As Institutional Investors with exclusive representation within the NYSE, we have access to all investment vehicles within the universe of publicly traded stocks, mutual funds, U.S. Treasury notes, ETF’s, inflation-protected instruments, CDs, as well as a dedicated bond desk for fixed income portfolios.
  • Our training as CPAs provides the expertise to analyze financial reports of the companies in which we invest.
  • Years of experience combined with an extensive background in solving complex income tax scenarios give us an unparalleled competitive advantage over traditional investment advisors.
  • Our academic based investment philosophy is supported by years of extensive research.
  • Our tax background prompts us to consider clients’ individual tax positions when managing their portfolios. We track the historical cost basis of your assets, affecting future sales.
  • With over one billion dollars under management, we are able to pass low-cost transactions with favorable execution purchase points on to our clients. We do not share in any transaction fees charged by the custodian and are only compensated based upon the value of your accounts that we manage.

Ready to get started? Fill out our financial questionnaire to receive a free 30 minute consultation and begin preparing for a more prosperous future.