About Cup Wealth Management
The financial services industry is currently experiencing a paradigm shift in the way companies do business with retail consumers. The business model is changing. Increased transparency, full fee disclosure, and fiduciary duty shouldn’t be something the industry should strive for… it should already be the established norm. Cup Wealth Management Inc. was started to illustrate what a full-service professional wealth management firm of the future looks like.
Cup Wealth Management Inc. acts as a general practitioner to a person’s financial health. First, we diagnose, then we implement. Not the other way around. You don’t go to your doctor looking for a prescription and then run the tests, do you? Nor should you with your financial health. We want to be recognized for the great work we do for our clients. Not how much revenue we produce.
Being a full service professional wealth management firm allows us the ability to offer a wide variety of essential financial services under one roof. We offer personal tax preparation, comprehensive financial planning, investment management, and insurance solutions to our clients. We offer all our services under an affordable and flexible compensation structure tailored to our clients’ specific needs.
Our core financial planning philosophy revolves around objectivity. Every one of our recommendations are justified based on thorough quantitative objective analysis regarding the 6 fundamental pillars of financial planning. We then factor in any emotional or subjective constraints you have into our models to compare the financial impact. The fact of the matter is: You receive professional advice tailored to your specific financial situation. There’s no cookie cutter advice here.
Further our core philosophy we make 3 promises to our clients:
- We practice under a fiduciary capacity. Your interests come ahead of our own. It’s just that simple
- 100% full disclosure regarding any potential conflicts of interest
- Absolute transparency on our compensation, or fees associated with our 3rd party products and services regarding investment fees, insurance commissions and referral arrangements with portfolio managers