Welcome To

CPT Wealth Strategies

CPT Wealth Strategies is a financial services firm located in Fernandina Beach, FL, providing personal and business financial solutions for over three decades. From life insurance, disability income protection, and long-term care planning, to annuity programs that generate income for life, CPT Wealth understands that each client’s retirement goals are unique. Like building a house, every plan needs a solid foundation and structure to last a lifetime.

Tailored Financial Solutions for You or Your Business

Our Path To Retirement

Whether you’re looking for personal wealth accumulation and preservation expertise, or to identify risks and exposures within your business, CPT Wealth Strategies has a financial solution for your unique situation. With over three decades of experience and industry knowledge, CPT Wealth Strategies is dedicated to building a retirement strategy unique to you.

Personal Solutions

Business Solutions

Retirement Resources

Download Our Complimentary Guide

Tax Planning Guide

Work To Reduce Your Taxes In This Year And The Future

We believe it’s important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.

While the tax code can be incredibly complex, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year.

LET’S GET THINGS STARTED!

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