Live life on your
own terms
Financial planning and investment advice designed to
help you set and achieve your goals, so you can
live the life you always dreamed of.
Personalized Financial Planning & Coaching
In today’s unpredictable economy, planning for the future can feel overwhelming. That’s why it’s so important to have an experienced advisor in your corner. But, with so many options out there, how will you know which one is right for you? Cooke Wealth Management is committed to providing you with customized financial planning and investment advice that strives to help you achieve your goals and prioritizes your goals, values and dreams. Your financial future is too important to leave to chance. Let’s get started!
Over 100 families served
Guiding financial principles
40 years of combined industry experience
Build your own path to financial success using time-honored financial principles.
Financial success looks different to every person, and we want to help you define what success looks like for you. For the past 15 years, the Cooke Wealth Management team has worked with families to set goals, apply time-honored Biblical financial principles, and create plans designed to achieve success.
We help you simplify the complicated when it comes to your finances, with the aim of you confidently making wise decisions. Your goal is to achieve financial success. Our goal is to help you get there.
How Our Process Works
Set Your Goals
Meet with an advisor to discuss your financial goals, and what success looks like for you.
Build a Plan
Work with our team to create and customize a plan tailored specifically for your unique needs and goals.
Make Confident Decisions
With your goals set and your plan in place, we believe you will be better equipped to make smart decisions about your financial future. And our team is with you every step of the way.
Take the first step today by scheduling a FREE Discovery Session.
Our Guiding Principles
Client 1st
We believe your financial advisor should be someone devoted to doing what is best for you. As trusted fiduciaries, we truly sit on the same side as you, always working in the best interests of our clients.
Integrity
Character and integrity demand we work to provide excellent, competent, objective advice. We strive for moral-fortitude and consistency in our personal and professional lives.
Biblical Perspective
We believe the best financial decisions acknowledge your values and Biblical principles. As Christians, money is only a tool to help you accomplish those objectives you believe God is calling you to achieve.
Wisdom and Experience
With over 35 years of combined experience in financial, tax, and investment planning, we believe we have developed the knowledge and skill that can help guide our clients to a better financial future.
Don’t leave your financial future to chance.
Complicated financial systems, an overwhelming amount of options, unknown economic futures, are all things that can stop you from making the right financial decisions. We understand where you’re coming from.
Our team at Cooke Wealth Management is committed to helping you build a plan designed to help you achieve your goals. We work to simplify the complicated by explaining your options, using time-honored Biblical principles, answering your questions, and guiding you every step of the way.
You decide where you want to go. We’re here to help you get there.
Let’s get started building a financial plan designed to let you live the life you want.
