Cook Wealth’s Client-First Approach to Financial Advising

by | Jun 29, 2022 | Wealth Management

When you’re looking for a financial advisor, service may not be the first factor you consider. You probably look at average returns, fees, and reviews, but the included services (and the quality of customer service) may be an afterthought. 

At Cook Wealth, we believe comprehensive services are actually one of the most important factors you should consider. After all, this could be the start of a lifetime partnership! When you think of your financial advisor as a lifelong partner, their exceptional service takes on a whole new value. 

If you’re looking for financial advising that goes above and beyond to help you live life empowered, have peace of mind, and enjoy your earnings along the way, consider Cook Wealth. 

Here’s what makes our advisors, and their holistic approach to financial advising, different:

We believe there’s more to financial advising than just finances

At Cook Wealth, we offer superior service to every single client— no matter their age, life stage, or net worth. 

We’re proud to have a 99% client retention rate. Our clients stay because they feel understood, heard, and cared for every step of the way. 

When we meet with our clients, whether over the phone, via video chat, or face-to-face, we don’t just talk numbers. We take the time to listen and understand their goals, fears, and desired legacy. We’re fully on their team: We share in their aspirations, we celebrate their milestones, and we empathize with their needs. 

Our clients are not just investment accounts we keep an eye on. They become members of the Cook Wealth family. The clients who stay with us for a lifetime (and there are many!) can speak to this very fact. Today, we even have the honor of serving some of our original clients’ grandchildren.

 If you choose to work with Cook Wealth, you’ll get an advisor for life. Your life, and your family’s. 

If we can make your life a little easier, we will

We encourage our team of advisors to ensure every client is heard, appreciated, understood, and valued. At the end of the day, our clients know Cook Wealth is listening and partnering with them through every market shift, big decision, and change. 

We pride ourselves on our attention to detail, not just financial details, but personal ones too. We tailor our advising style to your needs and personality. If you want more face time and hands-on attention, we’ll communicate every detail along the way. If you prefer to stay out of the weeds and just be alerted when things change, that’s exactly what we’ll do. 

Regardless of your communication style, we’re always just a call or email away when big decisions do come up. Then we’ll help you make an informed decision and handle as much as possible so you don’t have to. 

When you work with Cook Wealth, you get more

We offer all the same services a typical financial advisor offers (plus way more), but we refuse to give general advice or cut corners along the way. When you work with Cook Wealth, you get a custom portfolio with tailored recommendations, based on much more than your net worth. We take the time to do the research and think from all angles before we provide: 

    • Tax planning and strategies
    • 401(k) analyses
    • Cash management
    • Budget planning
    • Retirement planning
    • Mortgage or refinance advice
    • Debt strategies
    • Insurance advising
    • Investment advice

We’re proud to offer comprehensive client services for one straightforward annual fee. No hidden costs— just actionable advice and peace of mind. 

We also offer additional services most financial advisors don’t, like:

    • Tax preparation
    • Tax compliance
    • Business planning
    • Business acquisition consulting
    • Succession or business exit planning

We help you do more good with every dollar 

We know part of the joy of building wealth is the opportunity to give it to the causes you believe in. Our advisors are experts at creating tax-favorable giving strategies that maximize every dollar donated. Because when you optimize your taxes, you’re able to give even more to the organizations you care about most. 

We believe in taking (calculated) risks 

Some people think working with a financial advisor means missing out on huge returns. But that couldn’t be further from the truth! Our advisors are well-versed in a variety of investing strategies that help you meet your goals— including ESG investing, socially-conscious investing, and cryptocurrencies. 

We watch the market so you don’t have to. That means healthy returns, protection from emotional trading, and an advocate who’s on your side when the market is up and when it’s down. 

We know part of building wealth is managing debt

Most wealth managers stop short of helping their clients manage debt. They may give general or high-level advice, but avoid the daily details. 

When you partner with Cook Wealth, we’ll help you build a step-by-step plan to get out of debt, save more, and invest smart— while still enjoying life along the way. We believe freedom from debt is the first step towards living empowered. And we’re excited to take it with you. 

We put your financial goals first

The best financial goals are the ones that mean the most to you. And they’re as unique as you are! That’s why when you engage Cook Wealth, we’ll work with you to develop a highly tailored plan that prioritizes the goals and milestones that matter the most to you. Our plans aren’t one-size-fits-all. They’re custom-built to help you reach your biggest goals (and have a little fun along the way!). 

Want to learn more about partnering with a Cook Wealth advisor? Grab a 15-minute spot on our calendar. We look forward to connecting with you!