Core Principles.

At c5, our philosophy is simple and rooted in five core principles:

Client First: As fiduciaries, we always place the interest of our clients first.

Credentialed: We believe in obtaining and upholding prestigious financial planning credentials such as the Certified Financial Planner (CFP), the Chartered Financial Analyst (CFA), the Chartered Financial Consultant (ChFC) and the Accredited Investment Fiduciary (AIF).

Comprehensive: We provide holistic financial planning and wealth management advice.

Collaborative: We collaborate with your attorney, CPA and other trusted advisors.

Cutting-Edge: We provide you with innovative financial and investment strategies.

 

About US More about us

• Our Firm
• Core Principles
• Our Philosophy
• Frequently Asked Questions

 

Team members Click a name to see their bio

c5 Wealth Management maintains only the highest quality staff to provide you the best service available.

• Stanley B. Corey, Jr., CDFA, ChFC, CFP®
• Paul C. Bennett, MSF, ChFC, CFP®
• Mark E. Weber, MSFS, CFP®, CFA
• James Russell Juncker, II, AIF®
• Adam Morgan, CDFA, CFP®, MBA