Cura Personalis
"Care for the Individual"
CP Wealth is short for "Cura Personalis" which is a concept that Brian and Joseph learned during their Jesuit education many years ago: we are put upon this earth to help people as individuals, with specific talents, goals and values. We believe we must discover and nurture the unique features of every client and family to fully perform our mission as financial professionals.
The Bristlecone Pine
The somewhat gnarled and unusual tree you see in the logo and scattered throughout the website is the Bristlecone Pine, one of the more interesting organisms on this planet. These pines grow in only the most inhospitable areas of our continent, can exist on nearly no nutrients or water and are nearly invulnerable to fire, age and disease. Some of the trees were alive when Julius Caesar was assassinated over 2,050 years ago. We think the Bristlecone Pine is a fitting symbol for what we want to create for you, wealth strategies that are tenacious, durable and spans generations.
About Us
Brian Corrigan CFP ®
Brian Corrigan CFP ®
Brian Corrigan CFP ®
Managing Partner
Investment Team Member
Fritz Heil III
Brian Corrigan CFP ®
Brian Corrigan CFP ®
Managing Partner
Investment Team Member
Joseph Muller
Brian Corrigan CFP ®
Chase Baute CRPC ®
Managing Partner
Investment Team Member
Chase Baute CRPC ®
Chase Baute CRPC ®
Chase Baute CRPC ®
Financial Advisor
Lynda Oliver
Chase Baute CRPC ®
Lynda Oliver
Office Manager
Why we do what we do
Learned Wisdom and Learned Values
Much of what we know and value has come from our parents. Rather than stating what we each value, we would let our parents do it through these quotes:
1) Everybody has dreams and problems that are theirs alone. Be kind with both.
2) 80% of life is showing up every day.
3) Leave any situation better than the way you found it.
4) Measure twice and cut once.
5) Assume that everyone you meet is already a friend and that each has something interesting to say.
6) You are only entitled to the air you breath.
7) Listen more and speak less.