CPWM & Associates is a division of CP Wealth Management, LLC.  CP Wealth Management, LLC (CPWM) is registered in New York and the firm is dedicated to providing wealth, financial, and retirement solutions to investors, companies and organizations. What distinguishes CPWM is our simple approach, caring service, and one-on-one relationships. The core of the business are the long-term relationships that we have developed with our clients.  Please feel free to contact us.  We look forward to serving you and your family.

A Letter from Our Founder

Welcome to CPWM & Associates!

Whether you have reached CPWM's website as a client, prospective client, or a visitor, we hope you will come to appreciate how CPWM is very different from other financial services firm; a firm that is interested in and focused on the progress of our clients as we work to achieve their financial goals. We have in place the skills, operational discipline, and organizational culture to support this important objective.

Before founding CPWM, I worked at several brokerage firms that were headquartered in New York and New Jersey. These firms promoted sales-driven cultures where brokers were rewarded for selling financial products, rather than actually advising and providing services to clients. I truly believe there is a better way to serve a client, a way in which the relationship between the client and advisor is nurturing and dynamic, where being a client means getting a fair value for your money, and your advisor anticipates your financial needs and updates your goals through regular dialogue.

We understand that clients are individuals who want to be involved in their financial decisions but don't necessarily call themselves experts. Unlike a broker who receives commissions, CPWM provides unbiased, objective advice based on a fee, not a commission. Because the firm is paid directly by the clients, we are free to select those investments that best serve their needs. We believe this method of compensation eliminates conflicts of interests, and aligns us with our clients' financial needs and objectives. As a result, our clients know that our interest is always in their best interest.

Our mission is to help our clients reach their financial goals, whether to fund their retirements, to provide for their children's education, or simply to help improve their lifestyles. By working together, we can help you focus on your goals, whether they are short-term needs or long-term dreams. We work for our clients as we would for our own family, with a level of professional service and advice specifically tailored to the goals and wishes they have for themselves and their families. We are committed to providing the highest quality service possible at CPWM and we define our success by our clients' success. 

Once again, welcome to CPWM & Associates. We invite you to join us.


Cam Phu, Founder and CEO

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