CPT Wealth Strategies is a trusted financial solutions provider in Westport, CT, with over three decades of experience in creating personalized strategies for individuals and businesses. Their comprehensive range of services includes life insurance, disability income protection, long-term care planning, and annuity programs that generate income for life.
With a deep understanding of the unique income challenges faced by each client, CPT Wealth Strategies offers expertise in wealth accumulation and preservation strategies, catering to active employees, retirees, business owners, executives, and high-net-worth individuals. Led by experienced professional Mike Roberts, the company is dedicated to building and protecting wealth, mitigating risk, and providing customized offerings to meet the specific needs and objectives of their clients.
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