At Cook Wealth, we align your finances with your unique goals and values, offering services beyond what you expect from a wealth planner. We do more than your financial planning and asset management – we optimize your taxes and more. The more we know about where you want to go, the better we can help you get there.
We build lifetime partnerships
With Cook Wealth, you have an accountant, financial advisor, investment advisor, and life coach. Plus, we carefully select partners to help you with a variety of other needs.
With more than 100 years of combined experience in wealth planning, and extensive experience in a variety of related professions, like accounting and counseling, we have the necessary credentials to bring together and proactively coordinate your entire financial picture.
We work hard to assist you. If we can do something for you, we will – for your convenience and for your benefit. Just one of the ways our proactive client service can help: by saving you time.