CBK Wealth Management is dedicated to providing strategic financial planning and asset management strategies to families and business owners. As a financial planning practice, our primary focus is to provide proactive, unbiased advice that is designed to help you achieve long term results. CBK does this with levels of transparency, integrity and respect while utilizing a collaborative approach. We are dedicated to professionally supporting, educating and providing informed direction to each and every client.
We hope that our relationship will help you take a proactive approach to your personal financial situation. We have created this website to help you stay connected with your progress and to gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. Most importantly, we hope you see the value of working with knowledgeable financial advisors to help pursue your financial goals.
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Andrea started working with CBK Wealth Management in 2018. She was born and raised in North Carolina and graduated from Appalachian State University in 2017.
Carole has worked in our office for over 10 years and is in the office on Tuesdays and Thursdays. Carole was born and raised in Jeannette, PA, and has lived and worked in Wisconsin, Delaware and New Jersey before settling in North Carolina in 2015. Carole and her husband, Don, have two children (twins)and six grandchildren (including triplets). Carole is an active member of Hope Lutheran Church.
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