Take Control of Your Financial Future.
CPT Wealth Strategies has been creating financial solutions for over three decades that range from life insurance, disability income protection, long-term care planning, and annuity programs that generate income for life.
Elegant Solutions for You and Your Business.
As a valued client, our relationship is built on trust. With over three decades of experience and industry knowledge, CPT Wealth Strategies understands that each client is unique and faces different income challenges.
What Can We Do For You?
CPT Wealth Strategies offers expertise in assisting and implementing wealth accumulation and preservation strategies for our clients. We work with active employees from the mailroom to the boardroom and retirees. Each client we work with is different. Like building a house, every plan needs a solid foundation and structure to last a lifetime. Learn about our services offered; it's time to take control of your future.
What Can We Do For Your Business?
CPT Wealth Strategies has identified the risks and exposure associated with all aspects of a business's risk management program over three decades and offers financial solutions for business owners, executives, and high-net-worth individuals. Assist in identifying your company's risks and exposures positions you to decide if you should assume or transfer the risk to help protect yourself and your business.
Meet Mike Roberts
Mike Roberts is an experienced professional in the Financial Services, Insurance, and Risk Transfer industry. He assists clients in creating and implementing financial strategies for estate protection and business transfer and wealth accumulation. Mike's knowledge and expertise are in helping to build and protect wealth and mitigating risk.
Mike started his career with AXA Equitable and ran the Private Client Wealth insurance practice at one of the preeminent NYC prestigious firms, Frank Crystal and Co. and previously as the NY, NJ, CT Metropolitan Area Life specialist for Arthur J Gallagher Insurance and Financial Services Division. Mike joined Fortis Lux Financial in 2019 and was one of their top producers. In 2020, he founded CPT Wealth Strategies.
Mike works with clients from the Mail Room to the Board Room, Family Offices, and Corporate Executive offices. These include private companies, unions, and individual estates. He provides his clients with the expertise needed to customize offerings with products that guarantee immediate funding and risk mitigation in response to a life triggering event.
Schedule Your Consultation
For a complimentary review of your current insurance program and financial needs, please select the best day and time.
Where to find us
mike@cptwealth.com
917.328.4904
Licensed Insurance Professional. Respond and learn how we are helping individuals create retirement income strategies using a variety of insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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