The confidence to achieve
your financial goals
An independent wealth management firm dedicated to helping you worry less and enjoy life more.
Based in Irvine, CA, we serve families throughout Orange County and Southern California.
Financial Coaching
Fiduciary
Investment Management
Biblical Perspective
Personalized investment management & financial planning
to help you pursue your goals.
Over 100 families served
Managing over $100 million in assets
Over 40 yrs of combined industry experience
Our independent financial advisors bring over 40 years of combined experience to families across Orange County, CA.
Helping you plan for the most important moments in life.
Investment Management
Custom-built investment portfolios designed for growth, stability, and income—today and for the future. Our investment planning process is built to align your portfolio with your long-term financial goals.
Retirement Planning
How much is enough for retirement? Our financial planning is designed to help you make smart decisions with your hard-earned money. Our financial advisors work closely with you to create a personalized retirement income plan tailored to your unique situation.
Wealth Transfer
Through coordinated planning and investment strategies, our team will help you navigate the tax-efficient transfer of wealth.
Create a plan for your most important moments.
Sit down with a Cooke Wealth Management advisor today.
What makes us different?
We believe most people have a vision for what life could look like and don’t want things to get in the way of achieving those goals. Cooke Wealth Management was founded to provide honest guidance, custom financial planning, and personalized investment management that helps make your dreams a reality.
Our goal is to use biblical principles, academic research, and our extensive experience to help you navigate your finances and empower you to make wise decisions, avoid costly mistakes, and be more confident in the future!
Our Orange County financial planner combines fiduciary guidance with a personalized approach to your financial future. We provide comprehensive financial planning to help families make wise, long-term decisions.
FREE RESOURCE
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.
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 a Personalized Plan
There are no cookie-cutter plans here. Together, we’ll 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 to help you stay on track and 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.
