Welcome to C5 Wealth ManagementIndependent Advice for your success

C5 Wealth Management, LLC is an independent registered investment advisory firm specializing in multi-generational financial planning & institutional investment management. We assist families and institutions in accumulating, preserving and distributing wealth. Our subsidiary, PCL Administrators, Inc., oversees retirement plans for businesses, medical practices and law firms across the nation. We have consistently been selected annually by Wealth Manager (formerly Bloomberg Wealth Manager) magazine as one of the top independent wealth management firms in the country. The Firm has over $750 million in assets under management, advisement and administration.

If you are an individual investor it is common for us to assist you and if applicable your parents, siblings, children, grandchildren, relatives and trustees in a comprehensive financial advisory framework. The multi-generational focus of our firm and the intimate knowledge of your unique circumstances are what differentiate us from our competition.

We work for you in a fiduciary capacity, ensuring that your best interest is always our number one priority. Our financial advisors collectively have over 75 years of combined financial planning experience. Simply put, C5 Wealth Management, LLC provides you with unbiased professional advice.

why choose us our team of professionals

Whether you are an individual investor, business owner or retirement plan sponsor, C5 Wealth Management, LLC understands that you have a choice when selecting a financial advisor. With that in mind, we have provided you with some information below that may assist you in your search.

The Fiduciary Advisor:

At C5 Wealth Management, all of our advisors are acknowledged fiduciaries. What exactly does this mean to you? Simply put, unlike sales representatives, we put your financial interests first at all times. As a registered investment advisor, we are legally bound to uphold a fiduciary standard of care when working with you. We adhere to the Center for Fiduciary Studies Code of Ethics. Furthering our commitment to you, our Financial Advisors hold the Accredited Investment Fiduciary (AIF) designation along with other important credentials such as the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Masters of Science in Financial Services (MSFS).

The Center for Fiduciary Studies (fi360) is a research and training center focused solely on the subject of investment fiduciary responsibility, providing training programs and professional designations based on investment fiduciary standards of care.



Overview

Code of Ethics