Cooke Financial Group

Entity Type
Founding Date

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

Private wealth management consulting that considers your entire net worth

Strategic Investment Process

Strategic investment process that has been time-tested through multiple market cycles

Independent Money Management

A rigorous process to select from hundreds of independent money management firms

Specialized Client Solutions

Seeking out best-in-class service providers and custodians to suit individual client needs

Family Office Resources

Tax and family office resources for comprehensive financial life management

Portfolio Monitoring

Portfolio monitoring that incorporates quantitative and qualitative performance analysis

Differentiated Client Experience

Proactive relationship management and enriching client culture