Silver
CPS Private Client Solutions
Profile
CPS Private Client Solutions (CPS|PCS) delivers bespoke insurance planning for the complex needs of families with significant wealth. Recognizing insurance is an integral component of a broader wealth management strategy,(CPS|PCS) operates within a collaborative framework, aligning with the Registered Investment Advisor (RIA) firm that serves as the client’s primary financial steward. Supported by CPS Insurance Services, a pillar in the industry since 1974, we can provide personalized solutions without bias toward specific products or insurance carriers. With over 200 years of combined insurance expertise, we enhance the advisory teams ability to deliver comprehensive, planning empowering RIAs to address insurance complexities.