Financial Planning With Care
Who We Are
Mike has over 4 decades of experience in helping his clients at CPT Wealth Strategies Create -Protect – Transfer wealth using proven tax efficient distribution strategies Lifetime income planning and wealth distribution modeling are the baseline for a successful and sustainable retirement
Our Mission
Our mission is helping our clients plan to succeed.
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CPT Wealth Strategies
Meet Mike Roberts
Mike Roberts
Founder/President
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.
