As life becomes more complex, money starts to feel overwhelming. Our team helps to handle your finances, so you can live life empowered.

We know life is complicated and it’s a challenge to feel confident in financial decisions you make on your own. Our experienced team of financial advisors, tax experts and investment managers partner with you to create a smart, customized financial strategy that fits your life stage, circumstances and priorities.

We’ll support you in every aspect of your financial life so you can have a clear plan to do what matters most to you. You’ll be able to give more, save more and have the flexibility and resources to face any challenge.

We’re a boutique firm with the expertise and collective knowledge to handle:
•	Financial services
•	Investments
•	Tax consulting and optimization
•	Estate planning
•	Retirement planning
•	Business changes and succession planning
 
Based in Raleigh, North Carolina, we work with clients all over the country. When you’re ready to work with a team who values you and your finances, call Cook Wealth.


Investment Management

Cook Wealth

Cook Wealth's headquarters in Raleigh, United States

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People (12)

Brian Cook

Madilyn Cunningham

Patti Soares

Beyza Ulasti

Jake Rudy

Sophie Howell

Matthew Merry

Maddie Brown

Jason Deshayes

Kim C.

Michael Holloway

Amy Swartzfager Cpa

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