C3's goal is to protect our client. Our curiosity leads us to better solutions, and drives our willingness to educate clients. Each colleague cares deeply to go beyond the fiduciary standard. We believe honest collaboration provides clarity; resulting in a higher level of conviction and ultimately confidence in their progress toward their goals. Our clients understand what they are doing, and most importantly why they are doing it.
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1000 Continental Drive
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King Of Prussia, Pennsylvania 19406, US
C³ Wealth Management reposted this
Please join me in congratulating William Milne, CFP®, CLU® on being named a 2024 Top Next-Gen Wealth Advisor by Forbes! Will’s dedication to serving his clients at C³ Wealth Management is nothing short of remarkable. His ability to navigate complex financial landscapes while building deep, lasting relationships is what sets him apart. Congratulations, Will, on this well-deserved recognition! #NextGenAdvisor #Forbes #NMEPA #C3WealthManagement
Congratulations to Elizabeth Rubush, Associate Financial Advisor at C3 Wealth Management, on earning her Chartered Life Underwriter (CLU) designation! This achievement is a testament to her dedication and expertise in helping our clients navigate the complexities of financial planning and insurance strategies. We’re proud to have her on the C3 Wealth Management team, and we’re excited to see the impact she will continue to make with this new credential. Well done, Liz!
C³ Wealth Management reposted this
C³ Wealth Management would like to congratulate Alice MacKenzie on taking the next step in her career and pursing her Master’s Degree in Scotland. Although we’re sad to see her leave, we’re excited for her to embark on this new chapter. Alice has been a tremendous asset to our firm and her commitment to our clients during her tenure is commendable. The entire C3 Wealth Management team wishes Alice great success in her studies and future career.
We're excited to announce the merger of C3 Wealth Management with Canna Milne Financial! With this merger comes the addition of six partners to our firm with decades of experience in wealth management and financial planning, specifically in estate and business planning, planning for high-net worth families, investment analysis and portfolio management. This partnership enhances our capabilities and solidifies the enduring nature of our firm to ensure we are here to meet the needs of our clients and their families, now and into the future. Meet our expanded leadership team that will help drive our firm forward: Joshua Brueck, CFP®, WMCP®, ChFC® R. Brueck - Chief Executive Officer Anthony Bruno, CFA - Chief Investment Officer Brett Canna, CFP®, ChFC®, CLU®, WMCP®, AEP® - Founder (Canna Milne Financial) and Private Wealth Advisor Scott Ehrlich, RICP® - Private Wealth Advisor William Milne, CFP®, CLU® - Founder (Canna Milne Financial) and Private Wealth Advisor John O. - Private Wealth Advisor John Van Grinsven, CFP®, CLU®, RICP® - Founder (C3 Wealth Management) and Private Wealth Advisor We invite you to meet the extended team and learn more about each of them on our team page: https://lnkd.in/ePQMDiU4 Join us in celebrating this new chapter as we continue to evolve and strive to exceed the expectations of our clients and the community we serve. Your financial goals are our top priority, and with this merger, we are more equipped than ever to support you in achieving them. Rachael Thompson, Elizabeth Rubush, Alice MacKenzie, Tyler Helms, CFP®, RICP®, Kaitlin MacKenzie, Joe Mattiola, RICP®, James Sylvester, Jessica Janenko RICP®, Rebecca Roditski, Amelia Kuehn
Join C3 Wealth Management in celebrating Earth Day! Tomorrow, April 18th, we're participating in a recycling event to promote sustainability. Let's make a difference, one recycled item at a time. #C3EarthDayCelebration #RecyclingEvent #SustainableLiving
This Earth Day, C3 Wealth Management is taking action! Join us on April 18th as we take part in an electronics recycling event to support a greener planet. Let's make a positive impact together. #C3SupportsEarthDay #RecyclingEvent #Sustainability
Join C3 Wealth Management in celebrating Earth Day! On April 18th, we're participating in a recycling event to promote sustainability. Let's make a difference, one recycled item at a time. #RecyclingEvent #SustainableLiving #EarthDay
Exciting News! Northwestern Mutual has significantly improved its standing in this year's J.D. Power Full-Service Investor Satisfaction Study, advancing from 16th to tied for 7th place! With a commendable 21-point surge, our commitment to client satisfaction is evident. Particularly noteworthy are our substantial enhancements in "Value For Fees Paid" and "Resolving Problems or Complaints" categories. Thank you for entrusting us with your financial planning needs! Read more here: http://spr.ly/6047wVHL3
The leadership suite at NM is top shelf!
After 37 years with Northwestern Mutual, today I’m announcing my retirement, effective December 31. I cannot imagine a better place to have built a career.
At C3 Wealth Management, we know the financial burden childhood cancer can place on families. That’s why we're proud to be affiliated with Northwestern Mutual, which in 2017, established the Childhood Cancer Scholarship Program to help alleviate another major expense facing families affected by childhood cancer – the cost of a college education. Since then, NM has supported 262 scholars pursue higher education, with nearly $2 million awarded in scholarships to date. Applications for the 2024 scholarship program are now open – childhood cancer survivors and childhood cancer siblings can apply now through February 1, 2024. To learn more and apply, visit: http://spr.ly/6047Rspgd or http://spr.ly/6049RspgU #ChildhoodCancer #SupportingScholars #ScholarshipOpportunity #ApplicationsOpen #C3WM