Our Mission

Revealing a valued legacy through prudent investing is our mission at CP Capital Management

At CP Capital Management our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process Puts You First "PERIOD"

Every individual has different needs and desires. Here at our firm we create strategies that are tailored to your needs and goals with a process that takes only your position into account. Since we are an independent investment advisory firm we are under no obligations to place you in firm directed investments or programs. This freedom ultimately provides you with almost unlimited investment option pool to choose from.

From the pre-planning to planning and finally executing on your investment objectives we at CP Capital Management are to guide you for many years to come.

Our History

CP Capital has been advising investors from the capital district and beyond for over 25 years. Make your life easier by leaving your investing needs to us.

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