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About Cook Wealth Management Group
Cook Wealth Management Group is your partner in navigating life's financial complexities, providing expertise that empowers you to confidently manage your money. With a seasoned team of financial advisors, tax specialists, and investment managers, they tailor smart, personalized financial strategies to align with your unique life stage, priorities, and circumstances.
Their support extends across all aspects of your financial journey, enabling you to contribute more, save effectively, and meet any financial challenge head-on. As a boutique firm, Cook Wealth Management Group excels in an array of financial services, investments, tax consulting, estate, and retirement planning, as well as business transitions and succession planning.
Based in Raleigh, North Carolina, their reach extends nationwide, demonstrating their commitment to clients no matter where they reside. Led by Brian Cook, a Certified Financial Planner with over 30 years of experience, the firm embodies a vision of setting and pursuing meaningful financial goals for both clients and their dedicated team.
Cook Wealth Management Group offers more than financial expertise; they provide a trusted partnership focused on your financial well-being.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Investment Management
- Family Legacy Planning
- Insurance Planning
- Cash Flow Optimization
- Tax Planning
- Debt Management
- Retirement Planning
More about Cook Wealth Management Group
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 170372 | 9 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Cook Wealth Management Group.