CPIC Offers You Cost-effective Wealth Management Services
Whether your long-term goals are ensuring your family’s financial security, maximizing your income, building your wealth, or providing for your retirement, CPIC can help you reach them.  We offer:

Portfolio management using actively-managed funds ($500,000 minimum)

Customized to your needs: may include minimizing taxes, socially responsible investing, staging into market to reduce timing risk, etc.

Help with complex financial decisions including: 

Rollovers Employee stock options Concentrated stock positions Gifting, funding college tuitions, etc. Financing and refinancing decisions Retirement planning strategies   Recommendations when you need specialists in areas such as wills, trusts, and estate planning services

Advisor Insight

“When we established our company in San Francisco in 1984, we decided that it was important to avoid conflicts of interest.  We became a fee-only advisor so our clients would be confident that our only concern was the risk-adjusted return of their account.” Thomas J. Bonomo, Chairman