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Based on your results, you may benefit from a wealth advisor.
 

Here’s Your Financial Profile:

You’re thinking about the future and your finances are starting to feel complicated.
 
You need a partner who can help with:
 
These things can be hard to navigate without an advisor—because even small decisions can carry a lot of weight, and tax implications aren’t straightforward. In your busy life, you may find it especially helpful to have a finance and tax expert in your corner to navigate important choices and learn what’s possible.
 
When you’re ready, set up an intro call with one of our advisors to talk about your unique goals.
You’re approaching retirement and thinking often about the future. You might anticipate a career shift, spending more time doing what you love, exploring less risky investment opportunities, or giving back.
 
You need a partner who can help with:
 
 
As you experience personal and financial milestones, it can be especially helpful to have a finance and tax expert in your corner to navigate important decisions and learn what’s possible.
 
When you’re ready, set up an intro call with one of our advisors to talk about your unique goals.
You are retired and may be questioning your current plan, looking to fund new passions, or assessing the impact of inflation on your nest egg. No matter what is next for you, you need a partner who can help with:
 
 
During retirement, it can be especially helpful to have a finance and tax expert in your corner to navigate important decisions and learn what’s possible.
 
When you’re ready, set up an intro call with one of our advisors to talk about your unique goals.
Not ready to talk yet? That’s okay. In the meantime, check out our guide:
 

The Most Common Financial Mistakes People Make Without an Advisor

From saving in the wrong accounts to misunderstanding tax strategy, we’ve put together a list of the missteps we help many new clients reverse.
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Do I need a wealth advisor?

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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