Cook Wealth
Brian Cook is the Chief Executive Officer, Owner, Managing Partner, and Wealth Advisor at Cook Wealth since July 1998. Prior to this, Brian worked as Director of Portfolio Investments at Pappas Capital from June 1996 to April 1998 and as a Senior Financial Analyst at GSK from January 1992 to June 1996. Brian holds a Bachelor's degree in Finance and Economics from Syracuse University, graduating in 1991.
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Cook Wealth
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.