latest news c5 Current Events and News Update:
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7.12.2010
c5 Wealth Management ranked 193rd independent firm in the nation by Wealth Manager Magazine!
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6.22.2010
Paul Bennett, AIF, ChFC, CFP featured in a video about the skills and competencies every leader should possess.
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3.29.2010
Paul Bennett, AIF, ChFC, CFP quoted in the Rydex|SGI Advisor Confidence Index Report
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2.01.2010
Adam Morgan, MBA, AIF®, CFP®, Retirement Plan Specialist at c5 Wealth Management has earned the Certified Financial Planner™ designation.
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12.01.2009
Paul Bennett, CFP quoted in December 2009 edition of Investment Advisor Magazine article entitled "Out of the Fire", about how the best financial advisory firms have grown even stronger during the financial crisis.
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9.21.2009
Stanley B. Corey, Jr. , CDFA, ChFC, CFP completes Harvard Negotiation Institute Mediation Workshop - Read Full Story 07.22.2009
Paul Bennett, AIF, ChFC, CFP is published on Boomerater.com!
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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, c5 Pension 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.
c5 ON tvrECENT Appearances
c5's own Stanley B. Corey, Jr. is a regular guest on News Channel 8's Let's Talk Live! Click on the links below to watch a clip.
CLICK HERE to watch Stanley B. Corey, Jr. offers advice on getting involved in the market.
CLICK HERE to watch Stanley B. Corey, Jr. offers advice on choosing the right financial planner.
CLICK HERE to watch Stanley B. Corey, Jr. share some great tips for keeping some jingle in your wallet.
CLICK HERE to watch Stanley B. Corey, Jr. answer some of the most popular money questions.
CLICK HERE to watch Stanley B. Corey, Jr. explain, once divorce papers are filed, what should you expect from your soon-to-be ex?
CLICK HERE to watch Stanley B. Corey, Jr. teach you how to make ends meet when you gain a baby and lose an income.
CLICK HERE to watch Stanley B. Corey, Jr. give tips on helping aging parents make life-altering transitions.
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