New Client Portal Coming Soon

It’s easier than ever to access your Cook Wealth portfolio, plan, document vault and more.

To ensure you have the best user experience, we are activating client portals individually. If you’d like access as soon as possible, please contact us via Otherwise, we will walk you through a quick setup during your next meeting with us.

Please note you must log in to the Cook Wealth client portal via laptop or desktop at least once before logging into the Cook Wealth mobile app.