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Happy mother and children in the kitchen. Healthy food, family, cooking concept

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It can be tough to know when you’re ready for more hands-on support with your finances. Take our quick survey to see if our services fit your needs.

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Cook Wealth is a Raleigh wealth management firm offering financial advising, tax advising, and investment management services for professionals, business owners, and retirees across the nation. Enjoy in-person or virtual advising to fit your lifestyle.

919.784.9100

4101 Lake Boone Trail, Suite 200
Raleigh, NC 27607

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Cook Wealth Management Group LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

We recommend that our clients use Charles Schwab & Co., Inc. (Schwab), a registered broker dealer, member SIPC, as their qualified custodian. Cook Wealth is independently owned and operated and is not affiliated with Schwab.