Updated September 27, 2023
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Cook Wealth Management Group

Investment Advisor Firm
Total assets under management$404M
Years in business40+

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

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Investment Management
  3. Family Legacy Planning
  4. Insurance Planning
  5. Cash Flow Optimization
  6. Tax Planning
  7. Debt Management
  8. Retirement Planning

More about Cook Wealth Management Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1703729

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Secure your future and achieve your goals with a free match to 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.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings