The confidence to achieve
your financial goals
An independent wealth management firm dedicated to
helping you worry less and enjoy life more.
Financial Coaching
Fee-Only Services
Custom Investment Plans
Biblical Perspective
Personal investment management and financial coaching
to help you pursue your financial goals.
Over 100 families served
Managing over $70 million in assets
40 years of combined industry experience
Helping you plan for the most important moments in life.
Investment Management
Investment portfolios specifically tailored to growth, stability, and income, now and in the future.
Retirement Planning
How much is enough for retirement? Our financial planning is designed to show you how to make smart decisions with your hard-earned money.
College Funding
It’s no secret that college is expensive. Our team will help you navigate your funding options without having to sacrifice retirement.
Create a plan for your most important moments.
Sit down with a Cooke Wealth Management advisor today.
FREE RESOURCES
5 Costly Retirement Mistakes You Can Avoid
Retirement should be the best years of your life, but too many people make these five costly mistakes when it comes to retiring. Download this FREE resource to learn more about the type of mistakes to avoid, so you can focus on enjoying the retirement you’ve worked so hard for.
What makes us different?
We believe most people have a vision for what life could look like and don’t want anything to get in the way of achieving those goals. Cooke Wealth Management strives to provide honest guidance, custom financial planning, and investment management that helps make your dreams a reality.
Our goal at Cooke Wealth Management is to use Biblical Principles, wisdom and our extensive experience to help simplify the complicated when it comes to your finances in order to help you avoid costly mistakes and be more confident in the future.
Let’s get started building your customized plan.
Schedule a FREE Discovery Session
Sit down with our team to discuss your financial goals and what success looks like for you.
Receive Personalized Financial Plan
There are no cookie-cutter plans here. We customize a plan just for you based on our time-tested process and guiding principles.
Work Your Plan with Confidence
We are with you every step of the way to help you implement, monitor, and adjust your plan in an effort to realize your goals.
We serve families just like you in Orange County and Southern California. Which best describes you?
Don’t leave your financial future to chance.
You have meaningful goals for your life, and you deserve to reach them. We can’t predict the future, but the Christian financial advisors at Cooke Wealth Management can use their extensive experience, and honest guidance to help you build a financial plan to be confident in.
Your financial future is too important to be left to chance, and we are here to guide you every step of the way.
