CKM Wealth

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for CKM Wealth
Team photo for CKM Wealth

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Advisors

Advisor photo for Ron Caruso

Ron Caruso

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Ron Caruso's website
Advisor photo for Joe Kurelic

Joe Kurelic

BFA

Private Wealth Advisor

Business Financial Advisor
Visit Joe Kurelic's website
Advisor photo for Richard MacKelfresh

Richard MacKelfresh

CFP®

Private Wealth Advisor

Business Financial Advisor
Visit Richard MacKelfresh's website
Advisor photo for Allison Israel

Allison Israel

CFP®

Financial Advisor

Visit Allison Israel's website
Advisor photo for Ronald Jones

Ronald Jones

CKA®, CEPA®

Financial Advisor

Certified Exit Planning Advisor®
Visit Ronald Jones's website
Advisor photo for Kirsten Gruber

Kirsten Gruber

Financial Advisor

Financial Planning Specialist
Visit Kirsten Gruber's website


Team

Jennifer Dainelli

Jennifer Dainelli

Marketing Consultant

Brooke Colvin

Brooke Colvin

Administrative Assistant