Our Team
No needs are more important than your own and we take great pride in making your needs our top priority. We don't simply work for you but strive to work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to tools designed to help evaluate education savings, retirement income planning, and insurance coverage consultation. We are committed to finding solutions tailored to fit you now and as your life unfolds before you.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
Retirement Planning
Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.
Financial Refresh
Simplify. Plan. Live with Confidence. Over time, your life can change, and so might your financial needs and goals. We can help ensure you stay on track toward your goals.
Weekly Commentary from CK Wealth Management
From the desks of Chris & Kate 03.17.2023
Weekly Update
From the desks of Chris & Kate 03.10.2023
Weekly Update
From the desks of Chris and Kate 03.03.2023
Weekly Update
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.