Cooke Financial Group

Award-winning advisors, proven investment processes and a roster of client advocates.

Experience is always important, but a 50-year history of working with multigenerational relationships – that represents a different level of value. To our clients, we represent longevity and continuity, and that’s what we strive to provide for them.

FAMILIES

A Personal CFO for Your Family

Our team plays a part in every major financial decision that our clients and their families face. We are deeply connected to our client families and coordinate the specialists and services they need to manage their financial lives.

OUR SERVICES FOR FAMILIES INCLUDE:

Private wealth management process that considers your entire net worth, from cash to real estate

Tax and family office resources to coordinate accounting, estate planning, insurance and other services

Comprehensive wealth plans that are aligned with your investment strategies and actively maintained through our hands-on client service team

INDIVIDUALS

Boutique Advisory Experience for Individual Clients

We work with individual clients to provide a wide spectrum of wealth management services. However, we believe the reason we have an exceptional client retention rate is our ability to go beyond this core offering to a premium level of client service.

OUR PREMIUM SERVICE CAPABILITIES INCLUDE:

Private Wealth Management

Private wealth management consulting that considers your entire net worth
Strategic Investment Process

Strategic investment process that has been time-tested through multiple market cycles
Independent Money Management

Rigorous process to select from hundreds of independent money management firms
Specialized Client Solutions

Seeking out best-in-class service providers and custodians to suit individual client needs
Family Office Resources

Tax and family office resources for comprehensive financial life management
Portfolio Monitoring

Portfolio monitoring that incorporates quantitative and qualitative performance analysis
Differentiated Client Experience

Proactive relationship management and enriching client culture

ENTREPRENEURS AND
BUSINESS OWNERS

Driven by the Entrepreneurial Spirit

Cooke Financial Group is a family-run business, driven by the same entrepreneurial spirit that inspires the business owners who work with us. As recognized industry leaders operating on a uniquely well-connected independent platform, we provide the best of what’s available within a one-to-one, boutique client experience.

WE WORK WITH BUSINESS OWNERS TO PROVIDE:

Comprehensive financial guidance through all major decisions and transitions, from Initial Public Offerings to succession plans

Insurance, lending and liability strategies

Fully customized portfolio design and asset allocation process

In-house wealth management team and family office network to coordinate and organize your complete financial picture

STEP 1
Setting Objectives
(Investment Policy Statement)

We work with you to uncover and understand your central goals, timelines and parameters for investing. This allows us to generate an Investment Policy Statement, which will help guide decision making going forward.

STEP 2
Determine Strategic Asset Allocation

Asset allocation is one of the most important factors in determining investment outcomes. Our team works to design an allocation strategy that aligns with your personal needs.

STEP 3
Independent Manager Search and Selection
(CFG Proprietary Matrix)

Using the Cooke Financial Group Proprietary Matrix, we follow a rigorous process to select from hundreds of independent money management firms.

STEP 4
Performance Evaluation & Written Recommendations

Our portfolio monitoring process incorporates quantitative and qualitative performance analysis, which allows our team to establish clear recommendations.

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