Future-Focused Advising
Our proactive approach to tax planning, business advising, and wealth management lets you live life empowered.
Transparent Fee Structure
Comprehensive Financial
Services
Exceptional Tax &
Wealth Expertise
You’ve worked hard for what you have.
And we’ll help you keep more of it.
Our Raleigh-based team of financial advisors, tax professionals, and investment managers do more than help you handle your money. Our tax-smart, risk-aware strategies consider the big picture—and how every small decision adds up.
Our fee-only structure means we have your family’s best interests in mind, not personal commissions, and not financial products.
Choose your path to a confident financial future.
Pick and choose the services that fit your needs—or connect with our team to learn more about each offering.
Personal Tax Advising & Compliance
Includes:
- Detailed tax return analysis
- Annual tax return preparation
- Year-end tax planning
- Capital gain tax planning
- Tax-efficient suggestions for future savings
- Proactive quarterly review meetings
- Availability throughout the year for ongoing advice
Starting at $2400/year
Business Tax Advising
Includes:
- Year-end tax planning
- Tax return review and preparation
- Small to midsize business consulting
- Employee retirement plan advising
- Customized retirement strategies for small businesses or self-employed professionals
- Business acquisition consulting
- Succession or exit planning support
Starting at $3,600/year
Wealth Management
Includes:
- Goals monitoring and proactive planning
- Expert advice throughout the year
- Tax-smart investing suggestions to maximize take-home earnings
- Investment management, designed for those investing $500,000+
- Detailed growth reports and performance analysis
0.75% – 1.5% AUM, decreasing as your wealth grows
Wealth Management AND Integrated Tax Services
- Everything in our Tax Compliance and Wealth Management services: your one-stop shop for all tax and finance needs
0.75% – 1.5% AUM,
decreasing as your wealth grows
(plus annual tax preparation fee)
Take our Financial Health Assessment to see how you’re doing, or book a free intro call with our experienced team.
Tax-smart investment strategies
TRANSPARENT PORTFOLIO FEES
Some advisors charge extra for every add-on service, like wealth transition planning, an insurance review, or charitable giving strategies. But our comprehensive wealth management services include these benefits and many more for one transparent annual fee of 0.75% to 1.5%, based on your AUM.
Take a look at our service calendar to see how Cook Wealth proactively manages, monitors, and
optimizes your investments. Or, book a call with our team to talk about your financial goals.
Isn’t it time to focus on what really matters?
Whether you’re here for annual tax advice or looking for comprehensive wealth management and ongoing tax-smart strategies, you’ll receive our highest level of proactive, professional service.
We know your name. We answer when you call. And we’re continually looking for opportunities to exceed your expectations.
Because when we say we truly care about your family’s financial future, we mean it.
Ready to live life empowered?
