We care about you, not just your investments.
Clients can call us before making a big purchase, going on a trip, donating, or opening an account. The more you involve us, the more we can help.
Everyday Finance
Investment Management
Tax Planning and Preparation
Everyday Finance and Debt Management Through Goals-Based Planning
We’ll help you set meaningful goals and create a plan to achieve them. We’ll review your debts or loans and advise which to pay down how and when. Then we’ll set up the payments to make it happen. Our goal is to help you envision your future and enjoy life now.
- Major Purchases
- Mortgage/Refinance Advice
- Navigating Employer Benefits
- Budget Planning
Investment Management and Cash Flow Optimization
There is no one-size fits all investment philosophy. Based on life goals, risk capacity, tax situation, and ideal time frame, we design portfolios that are customized to your needs.
We balance your cash available for immediate needs while keeping your investments growing as long as possible.
As you approach retirement, we create plans to generate income to accommodate your desired lifestyle.
Family Legacy Planning, Estate Resolution and Business Transitions
We seek to understand, support and ensure your legacy — creating a plan to seamlessly transition wealth to your beneficiaries. We connect you with attorneys and are active participants during:
Estate and Legal Document Review
Healthcare and Long-Term Care Assessment
Business Sales and Acquisitions
Tax Planning and Preparation
We look ahead and behind, optimizing your tax situation over several years. We know what your tax return will look like long before we prepare it.
Tax law is complex, and taxes can become overwhelming when you have money moving in lots of places. Let us handle your taxes.
Life is complicated.
And it’s a challenge to feel confident in financial decisions you make on your own.
Our team of financial advisors, tax experts and investment managers partner with you to make the smartest decisions for your unique life stage, circumstances and priorities.
No more back and forth with your CPA and financial advisor.
We serve as your accountant, financial advisor, and investment advisor. Plus, we carefully select partners to help you with a variety of other needs.
No need to google 47 things every time you make a financial decision.
No more wondering if your advisor knows your name.
Will I Work Exclusively With One Advisor?
Cook Wealth is proud to offer the help of a team of professionals, each member aptly suited to assist you in his/her area of expertise. Cook Wealth’s team approach means each of us is aware of your needs and preferences. Your lead advisor will work with our tax professionals, client services team, and additional wealth advisors to provide great service based on your custom plan.
We also offer the services of our select partners. While the majority of our services are provided in-house, we also coordinate with estate attorneys, property and casualty agents, bankers, and more to meet all your needs – financial and otherwise.
Do You Benefit From Recommending Outside Contacts?
We receive no compensation for our recommendations. We choose professionals who provide the same high level of service you receive from us. We recommend our select partners only to help you succeed.
How Do You Charge?
Cook Wealth is fee only, meaning we only succeed if you succeed.
You need an advocate, not an hourly bill. We are an independent fiduciary, which means brokers’ and banks’ own interests won’t get in the way of yours.