Cooke Financial Group is a renowned financial firm offering comprehensive financial planning and wealth management services to individual and institutional clients, as well as for nonprofit organizations, corporations, retirement plans, and trusts. It provides a disciplined, tactical approach that goes beyond traditional portfolio theory to generate greater value for clients.
Private wealth management consulting that considers your entire net worth
A rigorous process to select from hundreds of independent money management firms
Seeking out best-in-class service providers and custodians to suit individual client needs
Tax and family office resources for comprehensive financial life management
Portfolio monitoring that incorporates quantitative and qualitative performance analysis
Proactive relationship management and enriching client culture